SSW
Smith Shellnut Wilson’s Viatris VTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-10,470
| Closed | -$146K | – | 168 |
|
|
2021
Q1 | $146K | Sell |
10,470
-233
| -2% | -$3.25K | 0.09% | 131 |
|
|
2020
Q4 | $201K | Buy |
+10,703
| New | +$201K | 0.12% | 128 |
|
|
2019
Q2 | – | Sell |
-8,513
| Closed | -$241K | – | 136 |
|
|
2019
Q1 | $241K | Hold |
8,513
| – | – | 0.19% | 111 |
|
|
2018
Q4 | $233K | Hold |
8,513
| – | – | 0.25% | 93 |
|
|
2018
Q3 | $312K | Buy |
+8,513
| New | +$312K | 0.28% | 70 |
|
|
2018
Q1 | $350K | Buy |
8,513
+338
| +4% | +$13.9K | 0.3% | 52 |
|
|
2017
Q4 | $346K | Sell |
8,175
-8,607
| -51% | -$364K | 0.29% | 71 |
|
|
2017
Q3 | $526K | Sell |
16,782
-2,025
| -11% | -$63.5K | 0.46% | 45 |
|
|
2017
Q2 | $813K | Buy |
18,807
+2,025
| +12% | +$87.5K | 0.84% | 23 |
|
|
2017
Q1 | $654K | Sell |
16,782
-2,025
| -11% | -$78.9K | 0.6% | 34 |
|
|
2016
Q4 | $717K | Buy |
+18,807
| New | +$717K | 0.69% | 28 |
|