DWA
Delos Wealth Advisors’s Viatris VTRS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-114
| Closed | -$1.33K | – | 216 |
|
2024
Q3 | $1.33K | Buy |
114
+1
| +0.9% | +$12 | ﹤0.01% | 154 |
|
2024
Q2 | $1.21K | Buy |
113
+1
| +0.9% | +$11 | ﹤0.01% | 241 |
|
2024
Q1 | $1.34K | Sell |
112
-23
| -17% | -$275 | ﹤0.01% | 241 |
|
2023
Q4 | $1.46K | Buy |
135
+3
| +2% | +$32 | ﹤0.01% | 155 |
|
2023
Q3 | $1.42K | Hold |
132
| – | – | ﹤0.01% | 195 |
|
2023
Q2 | $1.32K | Buy |
132
+1
| +0.8% | +$10 | ﹤0.01% | 195 |
|
2023
Q1 | $1.26K | Sell |
131
-11
| -8% | -$106 | ﹤0.01% | 204 |
|
2022
Q4 | $1.58K | Buy |
142
+1
| +0.7% | +$11 | ﹤0.01% | 211 |
|
2022
Q3 | $1K | Buy |
141
+38
| +37% | +$270 | ﹤0.01% | 281 |
|
2022
Q2 | $1K | Buy |
103
+1
| +1% | +$10 | ﹤0.01% | 225 |
|
2022
Q1 | $1K | Sell |
102
-921
| -90% | -$9.03K | ﹤0.01% | 244 |
|
2021
Q4 | $14K | Buy |
1,023
+923
| +923% | +$12.6K | 0.01% | 177 |
|
2021
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 200 |
|
2021
Q2 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 180 |
|