DBIA
Dumont & Blake Investment Advisors’s Viatris VTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-13,419
| Closed | -$380K | – | 180 |
|
|
2019
Q1 | $380K | Sell |
13,419
-180
| -1% | -$5.1K | 0.16% | 131 |
|
|
2018
Q4 | $373K | Sell |
13,599
-9,121
| -40% | -$250K | 0.17% | 127 |
|
|
2018
Q3 | $832K | Buy |
22,720
+545
| +2% | +$20K | 0.32% | 101 |
|
|
2018
Q2 | $801K | Buy |
22,175
+170
| +0.8% | +$6.14K | 0.34% | 101 |
|
|
2018
Q1 | $906K | Sell |
22,005
-255
| -1% | -$10.5K | 0.39% | 90 |
|
|
2017
Q4 | $942K | Sell |
22,260
-645
| -3% | -$27.3K | 0.38% | 95 |
|
|
2017
Q3 | $719K | Buy |
22,905
+5,720
| +33% | +$180K | 0.31% | 109 |
|
|
2017
Q2 | $667K | Buy |
17,185
+7,780
| +83% | +$302K | 0.3% | 107 |
|
|
2017
Q1 | $367K | Hold |
9,405
| – | – | 0.17% | 136 |
|
|
2016
Q4 | $359K | Buy |
+9,405
| New | +$359K | 0.17% | 134 |
|