Avantax Planning Partners’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-15,726
| Closed | -$295K | – | 328 |
|
|
2020
Q4 | $295K | Buy |
+15,726
| New | +$295K | 0.02% | 227 |
|
|
2018
Q4 | – | Sell |
-950
| Closed | -$35K | – | 1173 |
|
|
2018
Q3 | $35K | Buy |
+950
| New | +$35K | ﹤0.01% | 567 |
|
|
2018
Q2 | – | Sell |
-1,571
| Closed | -$65K | – | 1450 |
|
|
2018
Q1 | $65K | Buy |
+1,571
| New | +$65K | 0.01% | 485 |
|