WFG Advisors’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $145K | Sell |
3,741
-159
| -4% | -$6.16K | 0.03% | 444 |
|
|
2017
Q1 | $152K | Sell |
3,900
-1,848
| -32% | -$72K | 0.04% | 393 |
|
|
2016
Q4 | $219K | Buy |
5,748
+3,348
| +140% | +$128K | 0.05% | 360 |
|
|
2016
Q3 | $91K | Sell |
2,400
-2,533
| -51% | -$96K | 0.02% | 546 |
|
|
2016
Q2 | $213K | Buy |
4,933
+4,033
| +448% | +$174K | 0.06% | 324 |
|
|
2016
Q1 | $42K | Hold |
900
| – | – | 0.01% | 707 |
|
|
2015
Q4 | $49K | Hold |
900
| – | – | 0.01% | 667 |
|
|
2015
Q3 | $36K | Sell |
900
-855
| -49% | -$34.2K | 0.01% | 742 |
|
|
2015
Q2 | $119K | Hold |
1,755
| – | – | 0.03% | 484 |
|
|
2015
Q1 | $104K | Sell |
1,755
-320
| -15% | -$19K | 0.03% | 523 |
|
|
2014
Q4 | $117K | Hold |
2,075
| – | – | 0.02% | 589 |
|
|
2014
Q3 | $94K | Sell |
2,075
-82
| -4% | -$3.72K | 0.02% | 692 |
|
|
2014
Q2 | $111K | Hold |
2,157
| – | – | 0.02% | 626 |
|
|
2014
Q1 | $105K | Sell |
2,157
-10
| -0.5% | -$487 | 0.02% | 621 |
|
|
2013
Q4 | $94K | Sell |
2,167
-218
| -9% | -$9.46K | 0.01% | 767 |
|
|
2013
Q3 | $91K | Buy |
2,385
+210
| +10% | +$8.01K | 0.01% | 729 |
|
|
2013
Q2 | $67K | Buy |
+2,175
| New | +$67K | 0.01% | 785 |
|