Daymark Wealth Partners’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-51,741
| Closed | -$601K | – | 527 |
|
2024
Q3 | $601K | Buy |
51,741
+5,675
| +12% | +$65.9K | 0.03% | 309 |
|
2024
Q2 | $490K | Buy |
46,066
+1,424
| +3% | +$15.1K | 0.02% | 322 |
|
2024
Q1 | $533K | Buy |
44,642
+58
| +0.1% | +$693 | 0.03% | 261 |
|
2023
Q4 | $483K | Sell |
44,584
-465
| -1% | -$5.04K | 0.03% | 259 |
|
2023
Q3 | $444K | Sell |
45,049
-935
| -2% | -$9.22K | 0.03% | 254 |
|
2023
Q2 | $459K | Buy |
+45,984
| New | +$459K | 0.03% | 246 |
|