Balasa Dinverno & Foltz’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $178K | Buy |
+20,908
| New | +$178K | 0.01% | 327 |
|
|
2021
Q2 | – | Sell |
-24,817
| Closed | -$347K | – | 338 |
|
|
2021
Q1 | $347K | Sell |
24,817
-7,730
| -24% | -$108K | 0.03% | 219 |
|
|
2020
Q4 | $610K | Sell |
32,547
-9,152
| -22% | -$172K | 0.05% | 150 |
|
|
2020
Q3 | $618K | Buy |
41,699
+30,398
| +269% | +$451K | 0.06% | 137 |
|
|
2020
Q2 | $182K | Buy |
+11,301
| New | +$182K | 0.02% | 227 |
|