BSW Wealth Partners’s GSK GSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,453
| Closed | -$223K | – | 316 |
|
|
2024
Q3 | $223K | Buy |
+5,453
| New | +$223K | 0.03% | 268 |
|
|
2024
Q1 | – | Sell |
-6,454
| Closed | -$239K | – | 307 |
|
|
2023
Q4 | $239K | Buy |
+6,454
| New | +$239K | 0.05% | 235 |
|
|
2023
Q3 | – | Sell |
-6,589
| Closed | -$235K | – | 262 |
|
|
2023
Q2 | $235K | Buy |
6,589
+244
| +4% | +$8.7K | 0.05% | 226 |
|
|
2023
Q1 | $226K | Buy |
6,345
+316
| +5% | +$11.2K | 0.05% | 275 |
|
|
2022
Q4 | $212K | Sell |
6,029
-3,197
| -35% | -$112K | 0.05% | 271 |
|
|
2022
Q3 | $272K | Sell |
9,226
-452
| -5% | -$13.3K | 0.07% | 200 |
|
|
2022
Q2 | $527K | Buy |
9,678
+985
| +11% | +$53.6K | 0.13% | 112 |
|
|
2022
Q1 | $473K | Buy |
8,693
+811
| +10% | +$44.1K | 0.12% | 128 |
|
|
2021
Q4 | $435K | Buy |
7,882
+496
| +7% | +$27.4K | 0.11% | 138 |
|
|
2021
Q3 | $353K | Buy |
+7,386
| New | +$353K | 0.1% | 147 |
|