EWM
Edge Wealth Management’s GSK GSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,700
| Closed | -$75K | – | 246 |
|
|
2021
Q4 | $75K | Hold |
1,700
| – | – | 0.01% | 149 |
|
|
2021
Q3 | $65K | Hold |
1,700
| – | – | 0.01% | 168 |
|
|
2021
Q2 | $67K | Hold |
1,700
| – | – | 0.01% | 167 |
|
|
2021
Q1 | $61K | Hold |
1,700
| – | – | 0.01% | 178 |
|
|
2020
Q4 | $62K | Hold |
1,700
| – | – | 0.01% | 166 |
|
|
2020
Q3 | $64K | Sell |
1,700
-200
| -11% | -$7.53K | 0.01% | 183 |
|
|
2020
Q2 | $78K | Sell |
1,900
-20,000
| -91% | -$821K | 0.01% | 229 |
|
|
2020
Q1 | $828K | Buy |
21,900
+20,000
| +1,053% | +$756K | 0.18% | 69 |
|
|
2019
Q4 | $89K | Hold |
1,900
| – | – | 0.02% | 208 |
|
|
2019
Q3 | $81K | Hold |
1,900
| – | – | 0.02% | 205 |
|
|
2019
Q2 | $76K | Hold |
1,900
| – | – | 0.02% | 214 |
|
|
2019
Q1 | $80K | Hold |
1,900
| – | – | 0.02% | 200 |
|
|
2018
Q4 | $73K | Hold |
1,900
| – | – | 0.02% | 212 |
|
|
2018
Q3 | $76K | Buy |
1,900
+200
| +12% | +$8K | 0.02% | 220 |
|
|
2018
Q2 | $69K | Sell |
1,700
-65
| -4% | -$2.64K | 0.02% | 216 |
|
|
2018
Q1 | $69K | Sell |
1,765
-321
| -15% | -$12.5K | 0.02% | 198 |
|
|
2017
Q4 | $74K | Hold |
2,086
| – | – | 0.02% | 185 |
|
|
2017
Q3 | $85K | Buy |
2,086
+65
| +3% | +$2.65K | 0.03% | 181 |
|
|
2017
Q2 | $86K | Hold |
2,021
| – | – | 0.03% | 182 |
|
|
2017
Q1 | $85K | Hold |
2,021
| – | – | 0.03% | 176 |
|
|
2016
Q4 | $78K | Buy |
+2,021
| New | +$78K | 0.03% | 165 |
|