Kingswood Wealth Advisors’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-30,236
| Closed | -$351K | – | 900 |
|
|
2024
Q3 | $351K | Buy |
30,236
+89
| +0.3% | +$1.03K | 0.03% | 538 |
|
|
2024
Q2 | $320K | Buy |
30,147
+449
| +2% | +$4.77K | 0.03% | 502 |
|
|
2024
Q1 | $355K | Buy |
29,698
+2
| +0% | +$24 | 0.04% | 432 |
|
|
2023
Q4 | $322K | Buy |
29,696
+18,595
| +168% | +$201K | 0.04% | 451 |
|
|
2023
Q3 | $109K | Buy |
+11,101
| New | +$109K | 0.02% | 397 |
|