West Financial Advisors’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-73
| Closed | -$791 | – | 167 |
|
2023
Q4 | $791 | Hold |
73
| – | – | ﹤0.01% | 149 |
|
2023
Q3 | $720 | Hold |
73
| – | – | ﹤0.01% | 189 |
|
2023
Q2 | $729 | Hold |
73
| – | – | ﹤0.01% | 167 |
|
2023
Q1 | $703 | Hold |
73
| – | – | ﹤0.01% | 151 |
|
2022
Q4 | $812 | Hold |
73
| – | – | ﹤0.01% | 148 |
|
2022
Q3 | $1K | Hold |
73
| – | – | ﹤0.01% | 175 |
|
2022
Q2 | $1K | Hold |
73
| – | – | ﹤0.01% | 162 |
|
2022
Q1 | $1K | Hold |
73
| – | – | ﹤0.01% | 183 |
|
2021
Q4 | $1K | Hold |
73
| – | – | ﹤0.01% | 172 |
|
2021
Q3 | $1K | Hold |
73
| – | – | ﹤0.01% | 151 |
|
2021
Q2 | $1K | Hold |
73
| – | – | ﹤0.01% | 145 |
|
2021
Q1 | $1K | Sell |
73
-4
| -5% | -$55 | ﹤0.01% | 151 |
|
2020
Q4 | $1K | Buy |
+77
| New | +$1K | ﹤0.01% | 151 |
|