Arete Wealth Advisors’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-28,627
| Closed | -$405K | – | 556 |
|
|
2021
Q4 | $405K | Sell |
28,627
-12,106
| -30% | -$171K | 0.03% | 322 |
|
|
2021
Q3 | $552K | Sell |
40,733
-3,230
| -7% | -$43.8K | 0.06% | 241 |
|
|
2021
Q2 | $614K | Sell |
43,963
-322
| -0.7% | -$4.5K | 0.09% | 179 |
|
|
2021
Q1 | $619K | Buy |
44,285
+9,292
| +27% | +$130K | 0.08% | 206 |
|
|
2020
Q4 | $655K | Buy |
+34,993
| New | +$655K | 0.09% | 192 |
|