Regal Investment Advisors’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-17,704
| Closed | -$332K | – | 423 |
|
2020
Q4 | $332K | Buy |
+17,704
| New | +$332K | 0.04% | 342 |
|
2015
Q4 | – | Sell |
-2,500
| Closed | -$100K | – | 874 |
|
2015
Q3 | $100K | Hold |
2,500
| – | – | 0.03% | 342 |
|
2015
Q2 | $169K | Hold |
2,500
| – | – | 0.05% | 267 |
|
2015
Q1 | $148K | Buy |
+2,500
| New | +$148K | 0.04% | 285 |
|
2014
Q1 | – | Sell |
-446
| Closed | -$19K | – | 943 |
|
2013
Q4 | $19K | Buy |
+446
| New | +$19K | 0.01% | 467 |
|