Evercore Wealth Management’s GSK GSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-4,422
| Closed | -$212K | – | 1032 |
|
|
2015
Q3 | $212K | Sell |
4,422
-225
| -5% | -$10.8K | 0.01% | 371 |
|
|
2015
Q2 | $242K | Sell |
4,647
-546
| -11% | -$28.4K | 0.01% | 390 |
|
|
2015
Q1 | $301K | Buy |
5,193
+2,933
| +130% | +$170K | 0.01% | 352 |
|
|
2014
Q4 | $121K | Sell |
2,260
-1,670
| -42% | -$89.4K | 0.01% | 430 |
|
|
2014
Q3 | $227K | Buy |
3,930
+120
| +3% | +$6.93K | 0.01% | 376 |
|
|
2014
Q2 | $254K | Buy |
3,810
+2,260
| +146% | +$151K | 0.01% | 359 |
|
|
2014
Q1 | $103K | Hold |
1,550
| – | – | 0.01% | 481 |
|
|
2013
Q4 | $103K | Sell |
1,550
-312
| -17% | -$20.7K | 0.01% | 453 |
|
|
2013
Q3 | $117K | Buy |
1,862
+312
| +20% | +$19.6K | 0.01% | 466 |
|
|
2013
Q2 | $97K | Buy |
+1,550
| New | +$97K | 0.01% | 492 |
|