WR Wealth Planners’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $827 | Hold |
66
| – | – | ﹤0.01% | 949 |
|
|
2024
Q3 | $768 | Sell |
66
-150
| -69% | -$1.75K | ﹤0.01% | 990 |
|
|
2024
Q2 | $2.3K | Sell |
216
-104
| -33% | -$1.11K | ﹤0.01% | 860 |
|
|
2024
Q1 | $3.82K | Buy |
+320
| New | +$3.82K | ﹤0.01% | 771 |
|
|
2023
Q4 | – | Sell |
-42
| Closed | -$413 | – | 849 |
|
|
2023
Q3 | $413 | Buy |
42
+14
| +50% | +$138 | ﹤0.01% | 864 |
|
|
2023
Q2 | $279 | Sell |
28
-61
| -69% | -$608 | ﹤0.01% | 861 |
|
|
2023
Q1 | $852 | Buy |
89
+62
| +230% | +$594 | ﹤0.01% | 842 |
|
|
2022
Q4 | $303 | Hold |
27
| – | – | ﹤0.01% | 462 |
|
|
2022
Q3 | $230 | Hold |
27
| – | – | ﹤0.01% | 479 |
|
|
2022
Q2 | $279 | Buy |
27
+1
| +4% | +$10 | ﹤0.01% | 493 |
|
|
2022
Q1 | $286 | Buy |
+26
| New | +$286 | ﹤0.01% | 497 |
|