River Wealth Advisors’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-10,550
| Closed | -$157K | – | 182 |
|
|
2020
Q1 | $157K | Sell |
10,550
-895
| -8% | -$13.3K | 0.06% | 153 |
|
|
2019
Q4 | $230K | Sell |
11,445
-6,276
| -35% | -$126K | 0.08% | 153 |
|
|
2019
Q3 | $351K | Sell |
17,721
-2,535
| -13% | -$50.2K | 0.13% | 131 |
|
|
2019
Q2 | $386K | Sell |
20,256
-2,410
| -11% | -$45.9K | 0.15% | 126 |
|
|
2019
Q1 | $642K | Sell |
22,666
-1,593
| -7% | -$45.1K | 0.27% | 96 |
|
|
2018
Q4 | $665K | Sell |
24,259
-14,022
| -37% | -$384K | 0.3% | 87 |
|
|
2018
Q3 | $1.4M | Sell |
38,281
-1,892
| -5% | -$69.2K | 0.52% | 63 |
|
|
2018
Q2 | $1.45M | Sell |
40,173
-4,619
| -10% | -$167K | 0.56% | 59 |
|
|
2018
Q1 | $1.84M | Sell |
44,792
-575
| -1% | -$23.7K | 0.78% | 44 |
|
|
2017
Q4 | $1.92M | Sell |
45,367
-5,875
| -11% | -$249K | 0.8% | 44 |
|
|
2017
Q3 | $1.61M | Sell |
51,242
-267
| -0.5% | -$8.37K | 0.73% | 50 |
|
|
2017
Q2 | $2M | Buy |
51,509
+250
| +0.5% | +$9.71K | 0.93% | 38 |
|
|
2017
Q1 | $2M | Buy |
51,259
+1,000
| +2% | +$39K | 0.97% | 36 |
|
|
2016
Q4 | $1.92M | Sell |
50,259
-22,641
| -31% | -$864K | 0.97% | 34 |
|
|
2016
Q3 | $2.78M | Buy |
72,900
+2,355
| +3% | +$89.8K | 1.54% | 15 |
|
|
2016
Q2 | $3.05M | Buy |
70,545
+1,790
| +3% | +$77.4K | 1.75% | 8 |
|
|
2016
Q1 | $3.19M | Buy |
68,755
+2,811
| +4% | +$130K | 1.9% | 5 |
|
|
2015
Q4 | $3.57M | Sell |
65,944
-2,866
| -4% | -$155K | 2.26% | 5 |
|
|
2015
Q3 | $2.77M | Buy |
68,810
+1,037
| +2% | +$41.7K | 1.9% | 6 |
|
|
2015
Q2 | $4.6M | Sell |
67,773
-1,143
| -2% | -$77.6K | 2.92% | 4 |
|
|
2015
Q1 | $4.09M | Buy |
+68,916
| New | +$4.09M | 2.53% | 5 |
|