BWA
Burt Wealth Advisors’s Viatris VTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,599
| Closed | -$30K | – | 364 |
|
|
2020
Q4 | $30K | Buy |
+1,599
| New | +$30K | 0.01% | 219 |
|
|
2016
Q4 | – | Sell |
-40
| Closed | -$1K | – | 428 |
|
|
2016
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 384 |
|
|
2016
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 394 |
|
|
2016
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 569 |
|
|
2015
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 506 |
|
|
2015
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 378 |
|
|
2015
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 336 |
|
|
2015
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 322 |
|
|
2014
Q4 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 311 |
|