Capital Advisory Group Advisory Services’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,095
| Closed | -$12K | – | 486 |
|
|
2022
Q1 | $12K | Buy |
+1,095
| New | +$12K | 0.01% | 354 |
|
|
2021
Q4 | – | Sell |
-1,295
| Closed | -$18K | – | 506 |
|
|
2021
Q3 | $18K | Sell |
1,295
-125
| -9% | -$1.74K | 0.01% | 345 |
|
|
2021
Q2 | $20K | Sell |
1,420
-128
| -8% | -$1.8K | 0.01% | 333 |
|
|
2021
Q1 | $22K | Sell |
1,548
-1,962
| -56% | -$27.9K | 0.01% | 308 |
|
|
2020
Q4 | $66K | Buy |
3,510
+2,498
| +247% | +$47K | 0.03% | 233 |
|
|
2020
Q3 | $15K | Hold |
1,012
| – | – | 0.01% | 287 |
|
|
2020
Q2 | $16K | Hold |
1,012
| – | – | 0.01% | 272 |
|
|
2020
Q1 | $15K | Buy |
+1,012
| New | +$15K | 0.02% | 197 |
|
|
2019
Q4 | – | Sell |
-1,442
| Closed | -$29K | – | 415 |
|
|
2019
Q3 | $29K | Hold |
1,442
| – | – | 0.02% | 177 |
|
|
2019
Q2 | $27K | Hold |
1,442
| – | – | 0.02% | 194 |
|
|
2019
Q1 | $41K | Hold |
1,442
| – | – | 0.03% | 157 |
|
|
2018
Q4 | $40K | Hold |
1,442
| – | – | 0.03% | 153 |
|
|
2018
Q3 | $53K | Hold |
1,442
| – | – | 0.04% | 137 |
|
|
2018
Q2 | $53K | Hold |
1,442
| – | – | 0.04% | 135 |
|
|
2018
Q1 | $60K | Buy |
+1,442
| New | +$60K | 0.04% | 129 |
|