BigSur Wealth Management’s GSK GSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,728
| Closed | -$204K | – | 128 |
|
|
2022
Q2 | $204K | Hold |
3,728
| – | – | 0.1% | 117 |
|
|
2022
Q1 | $206K | Hold |
3,728
| – | – | 0.08% | 123 |
|
|
2021
Q4 | $208K | Buy |
+3,728
| New | +$208K | 0.08% | 126 |
|
|
2021
Q2 | – | Sell |
-4,528
| Closed | -$204K | – | 129 |
|
|
2021
Q1 | $204K | Buy |
+4,528
| New | +$204K | 0.1% | 112 |
|
|
2020
Q1 | – | Sell |
-3,728
| Closed | -$221K | – | 116 |
|
|
2019
Q4 | $221K | Hold |
3,728
| – | – | 0.12% | 100 |
|
|
2019
Q3 | $201K | Buy |
+3,728
| New | +$201K | 0.14% | 99 |
|
|
2019
Q2 | – | Sell |
-4,128
| Closed | -$219K | – | 107 |
|
|
2019
Q1 | $219K | Hold |
4,128
| – | – | 0.14% | 94 |
|
|
2018
Q4 | $205K | Hold |
4,128
| – | – | 0.15% | 93 |
|
|
2018
Q3 | $215K | Buy |
+4,128
| New | +$215K | 0.13% | 98 |
|
|
2018
Q2 | – | Sell |
-4,128
| Closed | -$205K | – | 104 |
|
|
2018
Q1 | $205K | Sell |
4,128
-356
| -8% | -$17.7K | 0.15% | 106 |
|
|
2017
Q4 | $205K | Sell |
4,484
-5,774
| -56% | -$264K | 0.2% | 91 |
|
|
2017
Q3 | $527K | Sell |
10,258
-625
| -6% | -$32.1K | 0.53% | 48 |
|
|
2017
Q2 | $548K | Hold |
10,883
| – | – | 0.56% | 48 |
|
|
2017
Q1 | $570K | Hold |
10,883
| – | – | 0.62% | 40 |
|
|
2016
Q4 | $531K | Buy |
+10,883
| New | +$531K | 0.71% | 36 |
|