WLPWM
Walled Lake Planning & Wealth Management’s Viatris VTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-175
| Closed | -$2K | – | 306 |
|
|
2021
Q3 | $2K | Buy |
175
+38
| +28% | +$434 | ﹤0.01% | 314 |
|
|
2021
Q2 | $2K | Buy |
137
+1
| +0.7% | +$15 | ﹤0.01% | 297 |
|
|
2021
Q1 | $2K | Hold |
136
| – | – | ﹤0.01% | 291 |
|
|
2020
Q4 | $3K | Buy |
+136
| New | +$3K | ﹤0.01% | 271 |
|