CWM
Centric Wealth Management’s GSK GSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,230
| Closed | -$228K | – | 139 |
|
|
2022
Q1 | $228K | Buy |
5,230
+92
| +2% | +$4.01K | 0.07% | 141 |
|
|
2021
Q4 | $227K | Sell |
5,138
-1,585
| -24% | -$70K | 0.07% | 139 |
|
|
2021
Q3 | $257K | Sell |
6,723
-290
| -4% | -$11.1K | 0.09% | 132 |
|
|
2021
Q2 | $279K | Sell |
7,013
-2,215
| -24% | -$88.1K | 0.1% | 121 |
|
|
2021
Q1 | $329K | Buy |
9,228
+49
| +0.5% | +$1.75K | 0.09% | 164 |
|
|
2020
Q4 | $338K | Buy |
9,179
+3,947
| +75% | +$145K | 0.11% | 148 |
|
|
2020
Q3 | $216K | Buy |
+5,232
| New | +$216K | 0.16% | 101 |
|
|
2020
Q2 | – | Sell |
-5,232
| Closed | -$216K | – | 145 |
|
|
2020
Q1 | $216K | Sell |
5,232
-206
| -4% | -$8.51K | 0.16% | 101 |
|
|
2019
Q4 | $256K | Buy |
5,438
+206
| +4% | +$9.7K | 0.2% | 76 |
|
|
2019
Q3 | $216K | Buy |
5,232
+57
| +1% | +$2.35K | 0.16% | 101 |
|
|
2019
Q2 | $207K | Buy |
5,175
+92
| +2% | +$3.68K | 0.18% | 99 |
|
|
2019
Q1 | $212K | Buy |
+5,083
| New | +$212K | 0.2% | 88 |
|