Mosaic Family Wealth’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-103
| Closed | -$3K | – | 595 |
|
2019
Q1 | $3K | Hold |
103
| – | – | ﹤0.01% | 626 |
|
2018
Q4 | $3K | Hold |
103
| – | – | ﹤0.01% | 585 |
|
2018
Q3 | $4K | Sell |
103
-171
| -62% | -$6.64K | ﹤0.01% | 575 |
|
2018
Q2 | $10K | Buy |
274
+171
| +166% | +$6.24K | ﹤0.01% | 535 |
|
2018
Q1 | $4K | Hold |
103
| – | – | ﹤0.01% | 602 |
|
2017
Q4 | $4K | Buy |
+103
| New | +$4K | ﹤0.01% | 617 |
|
2017
Q3 | – | Sell |
-1,200
| Closed | -$47K | – | 960 |
|
2017
Q2 | $47K | Hold |
1,200
| – | – | 0.02% | 321 |
|
2017
Q1 | $47K | Sell |
1,200
-800
| -40% | -$31.3K | 0.02% | 328 |
|
2016
Q4 | $76K | Sell |
2,000
-1,600
| -44% | -$60.8K | 0.04% | 283 |
|
2016
Q3 | $137K | Buy |
3,600
+400
| +13% | +$15.2K | 0.06% | 213 |
|
2016
Q2 | $139K | Buy |
+3,200
| New | +$139K | 0.07% | 191 |
|