Kings Point Capital Management’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $50K | Buy |
4,640
+1,469
| +46% | +$15.8K | ﹤0.01% | 338 |
|
2021
Q4 | $43K | Hold |
3,171
| – | – | ﹤0.01% | 400 |
|
2021
Q3 | $43K | Buy |
+3,171
| New | +$43K | ﹤0.01% | 370 |
|
2021
Q1 | – | Sell |
-793
| Closed | -$15K | – | 554 |
|
2020
Q4 | $15K | Buy |
+793
| New | +$15K | ﹤0.01% | 457 |
|
2016
Q3 | – | Sell |
-309
| Closed | -$13K | – | 334 |
|
2016
Q2 | $13K | Hold |
309
| – | – | ﹤0.01% | 306 |
|
2016
Q1 | $14K | Buy |
+309
| New | +$14K | ﹤0.01% | 299 |
|