Integrated Wealth Management’s GSK GSK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | $208K | Buy |
+3,953
| New | +$208K | 0.07% | 248 |
|
2016
Q4 | – | Sell |
-3,827
| Closed | -$206K | – | 551 |
|
2016
Q3 | $206K | Sell |
3,827
-642
| -14% | -$34.6K | 0.07% | 222 |
|
2016
Q2 | $242K | Buy |
4,469
+840
| +23% | +$45.5K | 0.09% | 189 |
|
2016
Q1 | $184K | Sell |
3,629
-617
| -15% | -$31.3K | 0.08% | 199 |
|
2015
Q4 | $214K | Buy |
4,246
+71
| +2% | +$3.58K | 0.09% | 177 |
|
2015
Q3 | $201K | Sell |
4,175
-484
| -10% | -$23.3K | 0.09% | 182 |
|
2015
Q2 | $243K | Buy |
4,659
+695
| +18% | +$36.2K | 0.09% | 164 |
|
2015
Q1 | $228K | Buy |
+3,964
| New | +$228K | 0.1% | 164 |
|