AIA
AIMZ Investment Advisors’s Viatris VTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-7,146
| Closed | -$262K | – | 104 |
|
|
2018
Q3 | $262K | Hold |
7,146
| – | – | 0.17% | 90 |
|
|
2018
Q2 | $258K | Hold |
7,146
| – | – | 0.18% | 89 |
|
|
2018
Q1 | $294K | Hold |
7,146
| – | – | 0.21% | 88 |
|
|
2017
Q4 | $302K | Sell |
7,146
-500
| -7% | -$21.1K | 0.23% | 85 |
|
|
2017
Q3 | $240K | Sell |
7,646
-175
| -2% | -$5.49K | 0.2% | 88 |
|
|
2017
Q2 | $304K | Hold |
7,821
| – | – | 0.26% | 82 |
|
|
2017
Q1 | $305K | Hold |
7,821
| – | – | 0.26% | 82 |
|
|
2016
Q4 | $298K | Sell |
7,821
-675
| -8% | -$25.7K | 0.27% | 81 |
|
|
2016
Q3 | $324K | Sell |
8,496
-100
| -1% | -$3.81K | 0.29% | 81 |
|
|
2016
Q2 | $372K | Sell |
8,596
-9,500
| -52% | -$411K | 0.34% | 76 |
|
|
2016
Q1 | $957K | Buy |
18,096
+9,421
| +109% | +$498K | 0.42% | 67 |
|
|
2015
Q4 | $469K | Hold |
8,675
| – | – | 0.43% | 70 |
|
|
2015
Q3 | $349K | Hold |
8,675
| – | – | 0.32% | 77 |
|
|
2015
Q2 | $589K | Sell |
8,675
-425
| -5% | -$28.9K | 0.51% | 63 |
|
|
2015
Q1 | $540K | Sell |
9,100
-200
| -2% | -$11.9K | 0.46% | 63 |
|
|
2014
Q4 | $524K | Buy |
+9,300
| New | +$524K | 0.47% | 62 |
|