Laurel Wealth Advisors (California)’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-37,512
| Closed | -$408K | – | 758 |
|
|
2022
Q1 | $408K | Buy |
37,512
+1,501
| +4% | +$16.3K | 0.03% | 480 |
|
|
2021
Q4 | $487K | Buy |
+36,011
| New | +$487K | 0.04% | 457 |
|
|
2021
Q1 | – | Sell |
-12,020
| Closed | -$225K | – | 494 |
|
|
2020
Q4 | $225K | Buy |
+12,020
| New | +$225K | 0.03% | 399 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 319 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 291 |
|