Jeppson Wealth Management’s GSK GSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-8,915
| Closed | -$485K | – | 200 |
|
|
2022
Q2 | $485K | Buy |
8,915
+996
| +13% | +$54.2K | 0.21% | 103 |
|
|
2022
Q1 | $431K | Buy |
7,919
+460
| +6% | +$25K | 0.2% | 106 |
|
|
2021
Q4 | $411K | Hold |
7,459
| – | – | 0.2% | 101 |
|
|
2021
Q3 | $356K | Buy |
7,459
+80
| +1% | +$3.82K | 0.19% | 101 |
|
|
2021
Q2 | $367K | Hold |
7,379
| – | – | 0.2% | 98 |
|
|
2021
Q1 | $329K | Buy |
7,379
+80
| +1% | +$3.57K | 0.2% | 97 |
|
|
2020
Q4 | $336K | Buy |
7,299
+6,159
| +540% | +$284K | 0.22% | 95 |
|
|
2020
Q3 | $54K | Buy |
+1,140
| New | +$54K | 0.04% | 215 |
|