SWA
SFMG Wealth Advisors’s Viatris VTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-15,800
| Closed | -$571K | – | 158 |
|
|
2018
Q2 | $571K | Hold |
15,800
| – | – | 0.09% | 65 |
|
|
2018
Q1 | $650K | Sell |
15,800
-1,020
| -6% | -$42K | 0.11% | 60 |
|
|
2017
Q4 | $712K | Buy |
+16,820
| New | +$712K | 0.12% | 58 |
|
|
2015
Q1 | – | Sell |
-18,300
| Closed | -$1.03M | – | 189 |
|
|
2014
Q4 | $1.03M | Sell |
18,300
-300
| -2% | -$16.9K | 0.23% | 56 |
|
|
2014
Q3 | $846K | Hold |
18,600
| – | – | 0.26% | 33 |
|
|
2014
Q2 | $959K | Buy |
18,600
+294
| +2% | +$15.2K | 0.33% | 28 |
|
|
2014
Q1 | $894K | Hold |
18,306
| – | – | 0.3% | 29 |
|
|
2013
Q4 | $794K | Sell |
18,306
-1,998
| -10% | -$86.7K | 0.27% | 31 |
|
|
2013
Q3 | $775K | Hold |
20,304
| – | – | 0.31% | 27 |
|
|
2013
Q2 | $630K | Buy |
+20,304
| New | +$630K | 0.25% | 34 |
|