Principle 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
Q4 | – | Sell |
-6,734
| Closed | -$244K | – | 340 |
|
|
2023
Q3 | $244K | Sell |
6,734
-120
| -2% | -$4.35K | 0.02% | 286 |
|
|
2023
Q2 | $244K | Hold |
6,854
| – | – | 0.02% | 292 |
|
|
2023
Q1 | $244K | Sell |
6,854
-1,132
| -14% | -$40.3K | 0.03% | 287 |
|
|
2022
Q4 | $281K | Sell |
7,986
-4,340
| -35% | -$153K | 0.03% | 260 |
|
|
2022
Q3 | $363 | Sell |
12,326
-5,610
| -31% | -$165 | 0.03% | 210 |
|
|
2022
Q2 | $977K | Sell |
17,936
-320
| -2% | -$17.4K | 0.12% | 136 |
|
|
2022
Q1 | $994K | Sell |
18,256
-26
| -0.1% | -$1.42K | 0.1% | 138 |
|
|
2021
Q4 | $1.01M | Sell |
18,282
-4,104
| -18% | -$226K | 0.11% | 138 |
|
|
2021
Q3 | $1.07M | Sell |
22,386
-4,768
| -18% | -$228K | 0.12% | 122 |
|
|
2021
Q2 | $1.35M | Sell |
27,154
-4,345
| -14% | -$216K | 0.15% | 111 |
|
|
2021
Q1 | $1.41M | Buy |
31,499
+973
| +3% | +$43.4K | 0.16% | 105 |
|
|
2020
Q4 | $1.4M | Buy |
+30,526
| New | +$1.4M | 0.19% | 105 |
|
|
2020
Q3 | – | Sell |
-1,834
| Closed | -$93K | – | 263 |
|
|
2020
Q2 | $93K | Buy |
+1,834
| New | +$93K | 0.03% | 221 |
|