Capital Planning Advisors’s Viatris VTRS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q4
Sell
-9,605
Closed -$366K 103
2016
Q3
$366K Sell
9,605
-240
-2% -$9.15K 0.2% 78
2016
Q2
$426K Buy
9,845
+2,365
+32% +$102K 0.24% 71
2016
Q1
$347K Buy
+7,480
New +$347K 0.17% 78