Herold Advisors’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,704
| Closed | -$125K | – | 266 |
|
|
2023
Q3 | $125K | Buy |
+12,704
| New | +$125K | 0.04% | 239 |
|
|
2022
Q2 | – | Sell |
-3,314
| Closed | -$36.1K | – | 669 |
|
|
2022
Q1 | $36.1K | Buy |
+3,314
| New | +$36.1K | 0.01% | 419 |
|
|
2021
Q4 | – | Sell |
-2,604
| Closed | -$35K | – | 645 |
|
|
2021
Q3 | $35K | Buy |
+2,604
| New | +$35K | 0.01% | 434 |
|