WealthPLAN Partners’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-951
| Closed | -$9.5K | – | 1162 |
|
|
2023
Q2 | $9.5K | Sell |
951
-94
| -9% | -$939 | ﹤0.01% | 800 |
|
|
2023
Q1 | $10.1K | Buy |
+1,045
| New | +$10.1K | ﹤0.01% | 860 |
|
|
2017
Q2 | – | Sell |
-208
| Closed | -$8.07K | – | 423 |
|
|
2017
Q1 | $8.07K | Buy |
+208
| New | +$8.07K | 0.03% | 294 |
|
|
2016
Q3 | $14.1K | Buy |
371
+351
| +1,755% | +$13.3K | ﹤0.01% | 545 |
|
|
2016
Q2 | $432 | Buy |
+20
| New | +$432 | ﹤0.01% | 2375 |
|
|
2015
Q4 | $4.12K | Buy |
+228
| New | +$4.12K | ﹤0.01% | 1372 |
|
|
2015
Q2 | $6K | Sell |
95
-43
| -31% | -$2.72K | ﹤0.01% | 334 |
|
|
2015
Q1 | $8K | Buy |
+138
| New | +$8K | ﹤0.01% | 396 |
|