9WM
9258 Wealth Management’s GSK GSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,980
| Closed | -$260K | – | 332 |
|
|
2022
Q2 | $260K | Buy |
5,980
+77
| +1% | +$3.35K | 0.07% | 278 |
|
|
2022
Q1 | $257K | Buy |
5,903
+14
| +0.2% | +$610 | 0.06% | 308 |
|
|
2021
Q4 | $260K | Buy |
5,889
+14
| +0.2% | +$618 | 0.06% | 314 |
|
|
2021
Q3 | $224K | Buy |
5,875
+14
| +0.2% | +$534 | 0.06% | 311 |
|
|
2021
Q2 | $233K | Sell |
5,861
-574
| -9% | -$22.8K | 0.06% | 303 |
|
|
2021
Q1 | $230K | Sell |
6,435
-950
| -13% | -$34K | 0.07% | 287 |
|
|
2020
Q4 | $272K | Sell |
7,385
-3,705
| -33% | -$136K | 0.09% | 244 |
|
|
2020
Q3 | $371K | Sell |
11,090
-1,458
| -12% | -$48.8K | 0.14% | 169 |
|
|
2020
Q2 | $512K | Sell |
12,548
-352
| -3% | -$14.4K | 0.21% | 133 |
|
|
2020
Q1 | $550K | Sell |
12,900
-2,324
| -15% | -$99.1K | 0.24% | 118 |
|
|
2019
Q4 | $715K | Buy |
15,224
+395
| +3% | +$18.6K | 0.26% | 110 |
|
|
2019
Q3 | $633K | Sell |
14,829
-1,942
| -12% | -$82.9K | 0.49% | 71 |
|
|
2019
Q2 | $671K | Sell |
16,771
-1,578
| -9% | -$63.1K | 0.54% | 60 |
|
|
2019
Q1 | $767K | Buy |
18,349
+188
| +1% | +$7.86K | 0.65% | 50 |
|
|
2018
Q4 | $694K | Buy |
+18,161
| New | +$694K | 0.67% | 47 |
|