WIA
Westbourne Investment Advisors’s Viatris VTRS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-44,587
| Closed | -$1.84M | – | 101 |
|
|
2018
Q1 | $1.84M | Buy |
44,587
+3,855
| +9% | +$159K | 1.47% | 20 |
|
|
2017
Q4 | $1.72M | Sell |
40,732
-6,910
| -15% | -$292K | 1.31% | 23 |
|
|
2017
Q3 | $1.5M | Sell |
47,642
-930
| -2% | -$29.2K | 1.17% | 27 |
|
|
2017
Q2 | $1.89M | Buy |
48,572
+1,040
| +2% | +$40.4K | 1.53% | 20 |
|
|
2017
Q1 | $1.85M | Buy |
47,532
+9,690
| +26% | +$378K | 1.53% | 22 |
|
|
2016
Q4 | $1.44M | Sell |
37,842
-3,065
| -7% | -$117K | 1.26% | 24 |
|
|
2016
Q3 | $1.56M | Buy |
40,907
+325
| +0.8% | +$12.4K | 1.38% | 23 |
|
|
2016
Q2 | $1.76M | Buy |
40,582
+7,130
| +21% | +$308K | 1.59% | 18 |
|
|
2016
Q1 | $1.55M | Buy |
33,452
+11,542
| +53% | +$535K | 1.48% | 21 |
|
|
2015
Q4 | $1.19M | Buy |
+21,910
| New | +$1.19M | 1.14% | 26 |
|