XWM
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Xcel Wealth Management’s Viatris VTRS Stock Holding History

Xcel Wealth Management’s Portfolio VTRS Stock Details VTRS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-18,670
Closed -$261K – 146
2021
Q1 		$261K Sell
18,670
-6,446
-26% -$90.1K 0.09% 116
2020
Q4 		$470K Buy
+25,116
New +$470K 0.2% 81