Icon Wealth Partners’s GSK GSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $132K | Buy |
+3,653
| New | +$132K | 0.02% | 337 |
|
|
2020
Q4 | – | Sell |
-5,742
| Closed | -$270K | – | 274 |
|
|
2020
Q3 | $270K | Sell |
5,742
-12,844
| -69% | -$604K | 0.05% | 212 |
|
|
2020
Q2 | $948K | Buy |
18,586
+10,568
| +132% | +$539K | 0.23% | 87 |
|
|
2020
Q1 | $380K | Sell |
8,018
-1,124
| -12% | -$53.3K | 0.15% | 75 |
|
|
2019
Q4 | $537K | Buy |
9,142
+15
| +0.2% | +$881 | 0.17% | 67 |
|
|
2019
Q3 | $487K | Sell |
9,127
-376
| -4% | -$20.1K | 0.17% | 68 |
|
|
2019
Q2 | $475K | Buy |
9,503
+396
| +4% | +$19.8K | 0.17% | 70 |
|
|
2019
Q1 | $476K | Buy |
9,107
+537
| +6% | +$28.1K | 0.18% | 68 |
|
|
2018
Q4 | $409K | Sell |
8,570
-1,868
| -18% | -$89.2K | 0.2% | 76 |
|
|
2018
Q3 | $524K | Buy |
10,438
+562
| +6% | +$28.2K | 0.22% | 74 |
|
|
2018
Q2 | $498K | Buy |
9,876
+307
| +3% | +$15.5K | 0.21% | 75 |
|
|
2018
Q1 | $475K | Buy |
9,569
+697
| +8% | +$34.6K | 0.25% | 91 |
|
|
2017
Q4 | $393K | Buy |
+8,872
| New | +$393K | 0.19% | 110 |
|