LWS
Lucia Wealth Services’s GSK GSK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-386
| Closed | -$16K | – | 179 |
|
2020
Q2 | $16K | Hold |
386
| – | – | ﹤0.01% | 169 |
|
2020
Q1 | $15K | Hold |
386
| – | – | 0.01% | 180 |
|
2019
Q4 | $18K | Hold |
386
| – | – | 0.01% | 172 |
|
2019
Q3 | $16K | Hold |
386
| – | – | 0.01% | 154 |
|
2019
Q2 | $15K | Sell |
386
-227
| -37% | -$8.82K | 0.01% | 161 |
|
2019
Q1 | $26K | Buy |
613
+479
| +357% | +$20.3K | 0.01% | 169 |
|
2018
Q4 | $5K | Sell |
134
-1,153
| -90% | -$43K | ﹤0.01% | 166 |
|
2018
Q3 | $52K | Buy |
1,287
+350
| +37% | +$14.1K | 0.02% | 189 |
|
2018
Q2 | $38K | Buy |
937
+262
| +39% | +$10.6K | 0.02% | 176 |
|
2018
Q1 | $26K | Buy |
+675
| New | +$26K | 0.01% | 163 |
|