Gideon Capital Advisors’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-31,680
| Closed | -$627K | – | 394 |
|
|
2019
Q3 | $627K | Buy |
+31,680
| New | +$627K | 0.21% | 159 |
|
|
2019
Q2 | – | Sell |
-14,133
| Closed | -$401K | – | 445 |
|
|
2019
Q1 | $401K | Buy |
+14,133
| New | +$401K | 0.14% | 216 |
|
|
2018
Q4 | – | Sell |
-18,929
| Closed | -$693K | – | 519 |
|
|
2018
Q3 | $693K | Buy |
18,929
+10,832
| +134% | +$397K | 0.33% | 89 |
|
|
2018
Q2 | $293K | Buy |
+8,097
| New | +$293K | 0.15% | 264 |
|
|
2017
Q2 | – | Sell |
-20,670
| Closed | -$806K | – | 413 |
|
|
2017
Q1 | $806K | Buy |
+20,670
| New | +$806K | 0.48% | 33 |
|