Concert Wealth Management’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-7,718
| Closed | -$434K | – | 627 |
|
|
2014
Q4 | $434K | Buy |
7,718
+700
| +10% | +$39.4K | 0.07% | 358 |
|
|
2014
Q3 | $319K | Sell |
7,018
-10
| -0.1% | -$455 | 0.04% | 376 |
|
|
2014
Q2 | $358K | Buy |
7,028
+210
| +3% | +$10.7K | 0.04% | 370 |
|
|
2014
Q1 | $333K | Sell |
6,818
-25
| -0.4% | -$1.22K | 0.04% | 378 |
|
|
2013
Q4 | $297K | Buy |
6,843
+111
| +2% | +$4.82K | 0.04% | 379 |
|
|
2013
Q3 | $256K | Hold |
6,732
| – | – | 0.04% | 408 |
|
|
2013
Q2 | $208K | Buy |
+6,732
| New | +$208K | 0.03% | 446 |
|