WP
WealthSource Partners’s Viatris VTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-13,277
| Closed | -$180K | – | 620 |
|
|
2021
Q4 | $180K | Sell |
13,277
-2,511
| -16% | -$34K | 0.01% | 528 |
|
|
2021
Q3 | $214K | Sell |
15,788
-127
| -0.8% | -$1.72K | 0.02% | 470 |
|
|
2021
Q2 | $227K | Sell |
15,915
-103
| -0.6% | -$1.47K | 0.02% | 420 |
|
|
2021
Q1 | $224K | Buy |
16,018
+608
| +4% | +$8.5K | 0.02% | 389 |
|
|
2020
Q4 | $289K | Buy |
15,410
+3,035
| +25% | +$56.9K | 0.03% | 296 |
|
|
2020
Q3 | $184K | Sell |
12,375
-700
| -5% | -$10.4K | 0.02% | 338 |
|
|
2020
Q2 | $210K | Buy |
13,075
+425
| +3% | +$6.83K | 0.03% | 305 |
|
|
2020
Q1 | $189K | Buy |
12,650
+1,789
| +16% | +$26.7K | 0.03% | 312 |
|
|
2019
Q4 | $218K | Sell |
10,861
-5,500
| -34% | -$110K | 0.03% | 383 |
|
|
2019
Q3 | $324K | Buy |
16,361
+965
| +6% | +$19.1K | 0.05% | 313 |
|
|
2019
Q2 | $293K | Buy |
15,396
+5,579
| +57% | +$106K | 0.05% | 335 |
|
|
2019
Q1 | $278K | Buy |
9,817
+1,399
| +17% | +$39.6K | 0.06% | 260 |
|
|
2018
Q4 | $231K | Buy |
+8,418
| New | +$231K | 0.07% | 248 |
|
|
2018
Q1 | – | Sell |
-9,505
| Closed | -$402K | – | 343 |
|
|
2017
Q4 | $402K | Sell |
9,505
-5,200
| -35% | -$220K | 0.12% | 158 |
|
|
2017
Q3 | $461K | Buy |
14,705
+5,375
| +58% | +$169K | 0.15% | 142 |
|
|
2017
Q2 | $362K | Buy |
9,330
+177
| +2% | +$6.87K | 0.12% | 171 |
|
|
2017
Q1 | $357K | Buy |
+9,153
| New | +$357K | 0.13% | 167 |
|