HBK Sorce Advisory’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-22,494
| Closed | -$250K | – | 815 |
|
|
2022
Q4 | $250K | Buy |
22,494
+12,217
| +119% | +$136K | 0.01% | 598 |
|
|
2022
Q3 | $88K | Sell |
10,277
-146
| -1% | -$1.25K | 0.01% | 497 |
|
|
2022
Q2 | $109K | Sell |
10,423
-1,166
| -10% | -$12.2K | 0.01% | 442 |
|
|
2022
Q1 | $126K | Sell |
11,589
-772
| -6% | -$8.39K | 0.01% | 525 |
|
|
2021
Q4 | $167K | Sell |
12,361
-385
| -3% | -$5.2K | 0.01% | 566 |
|
|
2021
Q3 | $173K | Buy |
12,746
+1,512
| +13% | +$20.5K | 0.01% | 562 |
|
|
2021
Q2 | $161K | Buy |
11,234
+1,090
| +11% | +$15.6K | 0.01% | 564 |
|
|
2021
Q1 | $142K | Buy |
+10,144
| New | +$142K | 0.01% | 526 |
|