Heritage Wealth Management (Arizona)’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $3.45K | Buy |
310
+139
| +81% | +$1.55K | ﹤0.01% | 924 |
|
2022
Q3 | $1K | Sell |
171
-31
| -15% | -$181 | ﹤0.01% | 988 |
|
2022
Q2 | $2.12K | Sell |
202
-27
| -12% | -$283 | ﹤0.01% | 878 |
|
2022
Q1 | $2K | Buy |
+229
| New | +$2K | ﹤0.01% | 916 |
|
2021
Q3 | $8K | Hold |
607
| – | – | ﹤0.01% | 686 |
|
2021
Q2 | $9K | Sell |
607
-188
| -24% | -$2.79K | ﹤0.01% | 678 |
|
2021
Q1 | $11K | Buy |
+795
| New | +$11K | 0.01% | 570 |
|