BWA
Burt Wealth Advisors’s GSK GSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-550
| Closed | -$20K | – | 201 |
|
|
2020
Q4 | $20K | Hold |
550
| – | – | 0.01% | 238 |
|
|
2020
Q3 | $21K | Hold |
550
| – | – | 0.01% | 237 |
|
|
2020
Q2 | $22K | Hold |
550
| – | – | 0.01% | 223 |
|
|
2020
Q1 | $21K | Hold |
550
| – | – | 0.01% | 222 |
|
|
2019
Q4 | $26K | Hold |
550
| – | – | 0.01% | 218 |
|
|
2019
Q3 | $23K | Hold |
550
| – | – | 0.01% | 222 |
|
|
2019
Q2 | $22K | Hold |
550
| – | – | 0.01% | 227 |
|
|
2019
Q1 | $23K | Hold |
550
| – | – | 0.01% | 229 |
|
|
2018
Q4 | $21K | Hold |
550
| – | – | 0.01% | 231 |
|
|
2018
Q3 | $22K | Hold |
550
| – | – | 0.01% | 244 |
|
|
2018
Q2 | $22K | Sell |
550
-1,324
| -71% | -$53K | 0.01% | 241 |
|
|
2018
Q1 | $73K | Hold |
1,874
| – | – | 0.04% | 151 |
|
|
2017
Q4 | $66K | Buy |
1,874
+550
| +42% | +$19.4K | 0.04% | 158 |
|
|
2017
Q3 | $54K | Sell |
1,324
-350
| -21% | -$14.3K | 0.04% | 168 |
|
|
2017
Q2 | $72K | Buy |
+1,674
| New | +$72K | 0.05% | 152 |
|
|
2016
Q2 | – | Sell |
-975
| Closed | -$40K | – | 476 |
|
|
2016
Q1 | $40K | Buy |
+975
| New | +$40K | 0.04% | 186 |
|