CWM
Curi Wealth Management’s Viatris VTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-74
| Closed | -$1K | – | 685 |
|
|
2022
Q2 | $1K | Buy |
74
+9
| +14% | +$122 | ﹤0.01% | 603 |
|
|
2022
Q1 | $0 | Hold |
65
| – | – | ﹤0.01% | 662 |
|
|
2021
Q4 | $0 | Buy |
+65
| New | – | ﹤0.01% | 611 |
|
|
2021
Q1 | – | Sell |
-4
| Closed | – | – | 483 |
|
|
2020
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 521 |
|