CWA
Cypress Wealth Advisors’s GSK GSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-5,750
| Closed | -$242K | – | 124 |
|
|
2017
Q1 | $242K | Sell |
5,750
-1,568
| -21% | -$66K | 0.11% | 168 |
|
|
2016
Q4 | $282K | Sell |
7,318
-587
| -7% | -$22.6K | 0.13% | 144 |
|
|
2016
Q3 | $341K | Sell |
7,905
-72
| -0.9% | -$3.11K | 0.15% | 126 |
|
|
2016
Q2 | $346K | Buy |
7,977
+50
| +0.6% | +$2.17K | 0.17% | 116 |
|
|
2016
Q1 | $321K | Buy |
7,927
+2,517
| +47% | +$102K | 0.15% | 126 |
|
|
2015
Q4 | $218K | Buy |
+5,410
| New | +$218K | 0.11% | 161 |
|