Integrated Wealth Management’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-659
| Closed | -$25K | – | 995 |
|
|
2016
Q3 | $25K | Sell |
659
-700
| -52% | -$26.6K | 0.01% | 554 |
|
|
2016
Q2 | $59K | Sell |
1,359
-365
| -21% | -$15.8K | 0.02% | 379 |
|
|
2016
Q1 | $80K | Buy |
1,724
+365
| +27% | +$16.9K | 0.03% | 313 |
|
|
2015
Q4 | $73K | Buy |
+1,359
| New | +$73K | 0.03% | 331 |
|
|
2015
Q2 | – | Sell |
-2,217
| Closed | -$131K | – | 1478 |
|
|
2015
Q1 | $131K | Buy |
+2,217
| New | +$131K | 0.05% | 246 |
|