SWS
SYSTM Wealth Solutions’s Viatris VTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-19,435
| Closed | -$207K | – | 623 |
|
|
2024
Q2 | $207K | Buy |
19,435
+110
| +0.6% | +$1.17K | 0.05% | 186 |
|
|
2024
Q1 | $231K | Sell |
19,325
-816
| -4% | -$9.74K | 0.03% | 378 |
|
|
2023
Q4 | $218K | Hold |
20,141
| – | – | 0.03% | 371 |
|
|
2023
Q3 | $199K | Sell |
20,141
-62
| -0.3% | -$611 | 0.03% | 442 |
|
|
2023
Q2 | $202K | Buy |
20,203
+7,378
| +58% | +$73.6K | 0.03% | 464 |
|
|
2023
Q1 | $123K | Buy |
12,825
+290
| +2% | +$2.79K | 0.02% | 457 |
|
|
2022
Q4 | $140K | Buy |
+12,535
| New | +$140K | 0.02% | 511 |
|