GW & Wade’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-37,612
| Closed | -$705K | – | 363 |
|
|
2020
Q4 | $705K | Buy |
+37,612
| New | +$705K | 0.04% | 168 |
|
|
2017
Q3 | – | Sell |
-5,943
| Closed | -$231K | – | 246 |
|
|
2017
Q2 | $231K | Sell |
5,943
-213
| -3% | -$8.28K | 0.03% | 206 |
|
|
2017
Q1 | $240K | Buy |
6,156
+213
| +4% | +$8.3K | 0.03% | 210 |
|
|
2016
Q4 | $227K | Sell |
5,943
-742
| -11% | -$28.3K | 0.04% | 206 |
|
|
2016
Q3 | $255K | Buy |
6,685
+307
| +5% | +$11.7K | 0.05% | 188 |
|
|
2016
Q2 | $276K | Buy |
6,378
+525
| +9% | +$22.7K | 0.05% | 191 |
|
|
2016
Q1 | $271K | Sell |
5,853
-610
| -9% | -$28.2K | 0.05% | 177 |
|
|
2015
Q4 | $349K | Hold |
6,463
| – | – | 0.07% | 146 |
|
|
2015
Q3 | $260K | Sell |
6,463
-5,115
| -44% | -$206K | 0.06% | 173 |
|
|
2015
Q2 | $786K | Hold |
11,578
| – | – | 0.16% | 103 |
|
|
2015
Q1 | $687K | Buy |
11,578
+5,648
| +95% | +$335K | 0.13% | 107 |
|
|
2014
Q4 | $334K | Buy |
+5,930
| New | +$334K | 0.09% | 101 |
|