Cladis Investment Advisory’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-23,612
| Closed | -$236K | – | 142 |
|
2023
Q2 | $236K | Sell |
23,612
-39,744
| -63% | -$397K | 0.2% | 116 |
|
2023
Q1 | $609K | Sell |
63,356
-13,333
| -17% | -$128K | 0.55% | 63 |
|
2022
Q4 | $854K | Sell |
76,689
-3,999
| -5% | -$44.5K | 0.85% | 37 |
|
2022
Q3 | $687K | Sell |
80,688
-1,000
| -1% | -$8.52K | 0.74% | 44 |
|
2022
Q2 | $855K | Buy |
81,688
+10,500
| +15% | +$110K | 0.85% | 35 |
|
2022
Q1 | $775K | Sell |
71,188
-387
| -0.5% | -$4.21K | 0.63% | 53 |
|
2021
Q4 | $968K | Buy |
+71,575
| New | +$968K | 0.78% | 37 |
|