Security National Trust’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $56K | Hold |
3,868
| – | – | 0.01% | 252 |
|
|
2021
Q2 | $56K | Sell |
3,868
-1,702
| -31% | -$24.6K | 0.01% | 261 |
|
|
2021
Q1 | $78K | Sell |
5,570
-5,029
| -47% | -$70.4K | 0.02% | 241 |
|
|
2020
Q4 | $198K | Buy |
+10,599
| New | +$198K | 0.05% | 162 |
|
|
2019
Q3 | – | Sell |
-200
| Closed | -$4K | – | 368 |
|
|
2019
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 358 |
|
|
2019
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 354 |
|
|
2018
Q4 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 349 |
|
|
2017
Q2 | – | Sell |
-750
| Closed | -$29K | – | 424 |
|
|
2017
Q1 | $29K | Hold |
750
| – | – | 0.01% | 306 |
|
|
2016
Q4 | $29K | Sell |
750
-214
| -22% | -$8.28K | 0.01% | 309 |
|
|
2016
Q3 | $37K | Sell |
964
-300
| -24% | -$11.5K | 0.01% | 299 |
|
|
2016
Q2 | $54K | Hold |
1,264
| – | – | 0.02% | 264 |
|
|
2016
Q1 | $59K | Hold |
1,264
| – | – | 0.02% | 252 |
|
|
2015
Q4 | $69K | Hold |
1,264
| – | – | 0.03% | 242 |
|
|
2015
Q3 | $51K | Hold |
1,264
| – | – | 0.02% | 268 |
|
|
2015
Q2 | $86K | Hold |
1,264
| – | – | 0.03% | 241 |
|
|
2015
Q1 | $76K | Hold |
1,264
| – | – | 0.03% | 253 |
|
|
2014
Q4 | $71K | Sell |
1,264
-2,200
| -64% | -$124K | 0.03% | 250 |
|
|
2014
Q3 | $157K | Hold |
3,464
| – | – | 0.06% | 183 |
|
|
2014
Q2 | $179K | Sell |
3,464
-200
| -5% | -$10.3K | 0.07% | 179 |
|
|
2014
Q1 | $179K | Hold |
3,664
| – | – | 0.07% | 180 |
|
|
2013
Q4 | $159K | Buy |
3,664
+200
| +6% | +$8.68K | 0.07% | 185 |
|
|
2013
Q3 | $133K | Hold |
3,464
| – | – | 0.06% | 187 |
|
|
2013
Q2 | $107K | Buy |
+3,464
| New | +$107K | 0.05% | 196 |
|