Kelleher Financial Advisors’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-30,973
| Closed | -$419K | – | 148 |
|
|
2021
Q3 | $419K | Buy |
30,973
+2,581
| +9% | +$34.9K | 0.18% | 107 |
|
|
2021
Q2 | $405K | Sell |
28,392
-787
| -3% | -$11.2K | 0.23% | 78 |
|
|
2021
Q1 | $407K | Buy |
29,179
+3,090
| +12% | +$43.1K | 0.26% | 73 |
|
|
2020
Q4 | $489K | Buy |
+26,089
| New | +$489K | 0.37% | 62 |
|
|
2016
Q2 | – | Sell |
-3,675
| Closed | -$170K | – | 207 |
|
|
2016
Q1 | $170K | Buy |
+3,675
| New | +$170K | 0.09% | 149 |
|