Heritage Trust’s GSK GSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-911
| Closed | -$44K | – | 273 |
|
|
2018
Q4 | $44K | Hold |
911
| – | – | 0.02% | 214 |
|
|
2018
Q3 | $46K | Buy |
911
+183
| +25% | +$9.24K | 0.02% | 212 |
|
|
2018
Q2 | $37K | Hold |
728
| – | – | 0.01% | 223 |
|
|
2018
Q1 | $36K | Sell |
728
-118
| -14% | -$5.84K | 0.01% | 217 |
|
|
2017
Q4 | $38K | Hold |
846
| – | – | 0.01% | 200 |
|
|
2017
Q3 | $43K | Buy |
846
+118
| +16% | +$6K | 0.02% | 203 |
|
|
2017
Q2 | $39K | Sell |
728
-1,600
| -69% | -$85.7K | 0.02% | 197 |
|
|
2017
Q1 | $123K | Buy |
+2,328
| New | +$123K | 0.05% | 135 |
|