OWA
Outlook Wealth Advisors’s GSK GSK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-7,422
| Closed | -$318K | – | 265 |
|
2024
Q1 | $318K | Buy |
7,422
+1,163
| +19% | +$49.9K | 0.1% | 199 |
|
2023
Q4 | $232K | Buy |
+6,259
| New | +$232K | 0.08% | 202 |
|
2020
Q1 | – | Sell |
-8,136
| Closed | -$382K | – | 167 |
|
2019
Q4 | $382K | Sell |
8,136
-5,876
| -42% | -$276K | 0.22% | 102 |
|
2019
Q3 | $598K | Sell |
14,012
-1,395
| -9% | -$59.5K | 0.36% | 61 |
|
2019
Q2 | $617K | Buy |
15,407
+412
| +3% | +$16.5K | 0.41% | 62 |
|
2019
Q1 | $627K | Buy |
14,995
+11,588
| +340% | +$485K | 0.52% | 53 |
|
2018
Q4 | $1.3M | Buy |
+3,407
| New | +$1.3M | 0.59% | 40 |
|