CPA
Clear Perspective Advisors’s GSK GSK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-5,172
| Closed | -$208K | – | 253 |
|
2018
Q2 | $208K | Buy |
5,172
+112
| +2% | +$4.5K | 0.15% | 137 |
|
2018
Q1 | $198K | Sell |
5,060
-87
| -2% | -$3.4K | 0.15% | 131 |
|
2017
Q4 | $183K | Buy |
5,147
+500
| +11% | +$17.8K | 0.14% | 138 |
|
2017
Q3 | $189K | Sell |
4,647
-713
| -13% | -$29K | 0.15% | 134 |
|
2017
Q2 | $231K | Sell |
5,360
-156
| -3% | -$6.72K | 0.19% | 114 |
|
2017
Q1 | $233K | Hold |
5,516
| – | – | 0.15% | 112 |
|
2016
Q4 | $212K | Buy |
+5,516
| New | +$212K | 0.14% | 120 |
|