CSWM
Cassady Schiller Wealth Management’s Viatris VTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.17K | Buy |
174
+63
| +57% | +$784 | ﹤0.01% | 556 |
|
|
2024
Q3 | $1.29K | Hold |
111
| – | – | ﹤0.01% | 411 |
|
|
2024
Q2 | $1.18K | Hold |
111
| – | – | ﹤0.01% | 421 |
|
|
2024
Q1 | $1.33K | Sell |
111
-356
| -76% | -$4.25K | ﹤0.01% | 441 |
|
|
2023
Q4 | $5.06K | Hold |
467
| – | – | ﹤0.01% | 359 |
|
|
2023
Q3 | $4.61K | Hold |
467
| – | – | ﹤0.01% | 376 |
|
|
2023
Q2 | $4.66K | Sell |
467
-12
| -3% | -$120 | ﹤0.01% | 387 |
|
|
2023
Q1 | $4.61K | Buy |
479
+12
| +3% | +$115 | ﹤0.01% | 361 |
|
|
2022
Q4 | $5.2K | Buy |
+467
| New | +$5.2K | ﹤0.01% | 362 |
|
|
2022
Q1 | – | Sell |
-531
| Closed | -$7K | – | 592 |
|
|
2021
Q4 | $7K | Buy |
+531
| New | +$7K | ﹤0.01% | 342 |
|