SBIA
Sheaff Brock Investment Advisors’s Viatris VTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-10,672
| Closed | -$200K | – | 514 |
|
|
2020
Q4 | $200K | Buy |
+10,672
| New | +$200K | 0.02% | 421 |
|
|
2017
Q4 | – | Sell |
-6,405
| Closed | -$201K | – | 573 |
|
|
2017
Q3 | $201K | Buy |
6,405
+1,000
| +19% | +$31.4K | 0.03% | 487 |
|
|
2017
Q2 | $210K | Buy |
+5,405
| New | +$210K | 0.03% | 496 |
|
|
2017
Q1 | – | Sell |
-7,205
| Closed | -$275K | – | 640 |
|
|
2016
Q4 | $275K | Buy |
+7,205
| New | +$275K | 0.03% | 433 |
|