CWP
Cyndeo Wealth Partners’s GSK GSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,666
| Closed | -$600K | – | 452 |
|
|
2024
Q3 | $600K | Sell |
14,666
-82
| -0.6% | -$3.35K | 0.04% | 272 |
|
|
2024
Q2 | $568K | Hold |
14,748
| – | – | 0.04% | 265 |
|
|
2024
Q1 | $632K | Hold |
14,748
| – | – | 0.05% | 240 |
|
|
2023
Q4 | $547K | Buy |
14,748
+9
| +0.1% | +$334 | 0.05% | 244 |
|
|
2023
Q3 | $534K | Buy |
14,739
+1,455
| +11% | +$52.7K | 0.06% | 218 |
|
|
2023
Q2 | $473K | Sell |
13,284
-245
| -2% | -$8.73K | 0.05% | 222 |
|
|
2023
Q1 | $481K | Buy |
+13,529
| New | +$481K | 0.05% | 221 |
|