First Personal Financial Services’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $93 | Buy |
+8
| New | +$93 | ﹤0.01% | 544 |
|
2021
Q3 | – | Sell |
-79
| Closed | -$1K | – | 327 |
|
2021
Q2 | $1K | Sell |
79
-95
| -55% | -$1.2K | ﹤0.01% | 316 |
|
2021
Q1 | $2K | Sell |
174
-1,342
| -89% | -$15.4K | ﹤0.01% | 297 |
|
2020
Q4 | $28K | Buy |
+1,516
| New | +$28K | 0.01% | 221 |
|
2020
Q1 | – | Sell |
-36
| Closed | -$1K | – | 528 |
|
2019
Q4 | $1K | Hold |
36
| – | – | ﹤0.01% | 505 |
|
2019
Q3 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 519 |
|
2018
Q2 | – | Sell |
-2,879
| Closed | -$119K | – | 933 |
|
2018
Q1 | $119K | Sell |
2,879
-1,960
| -41% | -$81K | 0.03% | 274 |
|
2017
Q4 | $205K | Buy |
4,839
+2,106
| +77% | +$89.2K | 0.04% | 230 |
|
2017
Q3 | $86K | Hold |
2,733
| – | – | 0.02% | 339 |
|
2017
Q2 | $106K | Hold |
2,733
| – | – | 0.02% | 306 |
|
2017
Q1 | $107K | Buy |
2,733
+681
| +33% | +$26.7K | 0.03% | 278 |
|
2016
Q4 | $78K | Buy |
+2,052
| New | +$78K | 0.02% | 314 |
|
2015
Q3 | – | Sell |
-600
| Closed | -$41K | – | 492 |
|
2015
Q2 | $41K | Buy |
+600
| New | +$41K | 0.02% | 180 |
|