IWA
Intercontinental Wealth Advisors’s Viatris VTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.42M | Buy |
142,282
+45,086
| +46% | +$450K | 0.34% | 56 |
|
|
2023
Q1 | $935K | Buy |
97,196
+541
| +0.6% | +$5.2K | 0.24% | 102 |
|
|
2022
Q4 | $1.08M | Sell |
96,655
-305
| -0.3% | -$3.4K | 0.32% | 69 |
|
|
2022
Q3 | $826K | Sell |
96,960
-512
| -0.5% | -$4.36K | 0.26% | 92 |
|
|
2022
Q2 | $1.02M | Buy |
97,472
+869
| +0.9% | +$9.1K | 0.28% | 81 |
|
|
2022
Q1 | $1.05M | Buy |
96,603
+30,175
| +45% | +$328K | 0.24% | 86 |
|
|
2021
Q4 | $899K | Buy |
66,428
+772
| +1% | +$10.4K | 0.19% | 106 |
|
|
2021
Q3 | $890K | Sell |
65,656
-5,225
| -7% | -$70.8K | 0.21% | 100 |
|
|
2021
Q2 | $1.01M | Buy |
70,881
+1,158
| +2% | +$16.6K | 0.2% | 96 |
|
|
2021
Q1 | $974K | Buy |
69,723
+50,989
| +272% | +$712K | 0.21% | 91 |
|
|
2020
Q4 | $351K | Buy |
+18,734
| New | +$351K | 0.08% | 184 |
|