Arete Wealth Advisors’s GSK GSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,022
| Closed | -$270K | – | 751 |
|
|
2024
Q2 | $270K | Buy |
+7,022
| New | +$270K | 0.02% | 560 |
|
|
2024
Q1 | – | Sell |
-6,842
| Closed | -$254K | – | 509 |
|
|
2023
Q4 | $254K | Sell |
6,842
-2,388
| -26% | -$88.5K | 0.02% | 595 |
|
|
2023
Q3 | $335K | Buy |
9,230
+740
| +9% | +$26.8K | 0.06% | 320 |
|
|
2023
Q2 | $303K | Sell |
8,490
-1,567
| -16% | -$55.9K | 0.03% | 496 |
|
|
2023
Q1 | $358K | Buy |
10,057
+732
| +8% | +$26.1K | 0.03% | 421 |
|
|
2022
Q4 | $328M | Sell |
9,325
-846
| -8% | -$29.7M | 0.03% | 434 |
|
|
2022
Q3 | $299K | Buy |
+10,171
| New | +$299K | 0.03% | 403 |
|
|
2022
Q1 | – | Sell |
-7,986
| Closed | -$438K | – | 527 |
|
|
2021
Q4 | $438K | Buy |
+7,986
| New | +$438K | 0.04% | 311 |
|
|
2021
Q3 | – | Sell |
-4,445
| Closed | -$215K | – | 429 |
|
|
2021
Q2 | $215K | Sell |
4,445
-85
| -2% | -$4.11K | 0.03% | 323 |
|
|
2021
Q1 | $203K | Sell |
4,530
-793
| -15% | -$35.5K | 0.03% | 396 |
|
|
2020
Q4 | $247K | Buy |
5,323
+421
| +9% | +$19.5K | 0.04% | 344 |
|
|
2020
Q3 | $229K | Sell |
4,902
-59
| -1% | -$2.76K | 0.03% | 332 |
|
|
2020
Q2 | $253K | Buy |
4,961
+258
| +5% | +$13.2K | 0.04% | 315 |
|
|
2020
Q1 | $222K | Sell |
4,703
-355
| -7% | -$16.8K | 0.04% | 288 |
|
|
2019
Q4 | $297K | Sell |
5,058
-782
| -13% | -$45.9K | 0.05% | 300 |
|
|
2019
Q3 | $311K | Buy |
+5,840
| New | +$311K | 0.06% | 286 |
|
|
2017
Q4 | – | Sell |
-14,221
| Closed | -$722K | – | 322 |
|
|
2017
Q3 | $722K | Buy |
14,221
+979
| +7% | +$49.7K | 0.29% | 110 |
|
|
2017
Q2 | $714K | Buy |
13,242
+3,780
| +40% | +$204K | 0.33% | 86 |
|
|
2017
Q1 | $499K | Buy |
9,462
+974
| +11% | +$51.4K | 0.22% | 107 |
|
|
2016
Q4 | $409K | Buy |
+8,488
| New | +$409K | 0.19% | 108 |
|