Dynamic Advisor Solutions’s Viatris VTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-16,191
| Closed | -$188K | – | 900 |
|
|
2024
Q3 | $188K | Sell |
16,191
-8,728
| -35% | -$101K | 0.01% | 888 |
|
|
2024
Q2 | $265K | Sell |
24,919
-1,086
| -4% | -$11.5K | 0.01% | 806 |
|
|
2024
Q1 | $311K | Sell |
26,005
-379
| -1% | -$4.53K | 0.01% | 752 |
|
|
2023
Q4 | $316K | Buy |
26,384
+4,785
| +22% | +$57.3K | 0.01% | 699 |
|
|
2023
Q3 | $213K | Buy |
21,599
+7,536
| +54% | +$74.3K | 0.01% | 766 |
|
|
2023
Q2 | $140K | Buy |
+14,063
| New | +$140K | 0.01% | 756 |
|