Lenox Wealth Advisors’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $24K | Buy |
2,163
+189
| +10% | +$2.1K | ﹤0.01% | 354 |
|
|
2021
Q4 | $27K | Buy |
1,974
+1
| +0.1% | +$14 | ﹤0.01% | 351 |
|
|
2021
Q3 | $27K | Sell |
1,973
-101
| -5% | -$1.38K | ﹤0.01% | 317 |
|
|
2021
Q2 | $30K | Buy |
2,074
+472
| +29% | +$6.83K | ﹤0.01% | 300 |
|
|
2021
Q1 | $22K | Sell |
1,602
-310
| -16% | -$4.26K | ﹤0.01% | 301 |
|
|
2020
Q4 | $36K | Buy |
+1,912
| New | +$36K | 0.01% | 233 |
|
|
2020
Q2 | – | Sell |
-40
| Closed | -$1K | – | 800 |
|
|
2020
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 733 |
|
|
2019
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 704 |
|
|
2019
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 599 |
|
|
2019
Q2 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 394 |
|
|
2015
Q4 | – | Sell |
-98
| Closed | -$4K | – | 564 |
|
|
2015
Q3 | $4K | Hold |
98
| – | – | ﹤0.01% | 289 |
|
|
2015
Q2 | $7K | Hold |
98
| – | – | ﹤0.01% | 183 |
|
|
2015
Q1 | $6K | Hold |
98
| – | – | ﹤0.01% | 219 |
|
|
2014
Q4 | $6K | Sell |
98
-129
| -57% | -$7.9K | ﹤0.01% | 223 |
|
|
2014
Q3 | $10K | Hold |
227
| – | – | ﹤0.01% | 176 |
|
|
2014
Q2 | $11K | Buy |
227
+98
| +76% | +$4.75K | 0.01% | 143 |
|
|
2014
Q1 | $6K | Sell |
129
-61
| -32% | -$2.84K | ﹤0.01% | 160 |
|
|
2013
Q4 | $8K | Buy |
190
+61
| +47% | +$2.57K | 0.01% | 196 |
|
|
2013
Q3 | $5K | Hold |
129
| – | – | ﹤0.01% | 173 |
|
|
2013
Q2 | $4K | Buy |
+129
| New | +$4K | ﹤0.01% | 211 |
|