Shepherd Kaplan Krochuk’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-7,100
| Closed | -$271K | – | 282 |
|
|
2016
Q4 | $271K | Sell |
7,100
-1,600
| -18% | -$61.1K | 0.08% | 135 |
|
|
2016
Q3 | $332K | Hold |
8,700
| – | – | 0.07% | 178 |
|
|
2016
Q2 | $376K | Buy |
+8,700
| New | +$376K | 0.09% | 140 |
|
|
2015
Q3 | – | Sell |
-6,000
| Closed | -$407K | – | 441 |
|
|
2015
Q2 | $407K | Buy |
+6,000
| New | +$407K | 0.08% | 189 |
|