Ropes Wealth Advisors’s GSK GSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,118
| Closed | -$97K | – | 461 |
|
|
2020
Q4 | $97K | Sell |
2,118
-1,400
| -40% | -$64.1K | 0.02% | 320 |
|
|
2020
Q3 | $166K | Sell |
3,518
-40
| -1% | -$1.89K | 0.03% | 217 |
|
|
2020
Q2 | $181K | Buy |
3,558
+80
| +2% | +$4.07K | 0.04% | 200 |
|
|
2020
Q1 | $165K | Hold |
3,478
| – | – | 0.04% | 186 |
|
|
2019
Q4 | $204K | Buy |
3,478
+800
| +30% | +$46.9K | 0.04% | 209 |
|
|
2019
Q3 | $143K | Hold |
2,678
| – | – | 0.03% | 249 |
|
|
2019
Q2 | $134K | Hold |
2,678
| – | – | 0.03% | 255 |
|
|
2019
Q1 | $140K | Buy |
2,678
+480
| +22% | +$25.1K | 0.04% | 246 |
|
|
2018
Q4 | $105K | Hold |
2,198
| – | – | 0.03% | 259 |
|
|
2018
Q3 | $110K | Hold |
2,198
| – | – | 0.03% | 272 |
|
|
2018
Q2 | $111K | Hold |
2,198
| – | – | 0.03% | 276 |
|
|
2018
Q1 | $107K | Buy |
2,198
+560
| +34% | +$27.3K | 0.03% | 265 |
|
|
2017
Q4 | $73K | Sell |
1,638
-437
| -21% | -$19.5K | 0.02% | 308 |
|
|
2017
Q3 | $105K | Sell |
2,075
-1,100
| -35% | -$55.7K | 0.03% | 265 |
|
|
2017
Q2 | $171K | Hold |
3,175
| – | – | 0.05% | 228 |
|
|
2017
Q1 | $167K | Sell |
3,175
-345
| -10% | -$18.1K | 0.05% | 231 |
|
|
2016
Q4 | $169K | Hold |
3,520
| – | – | 0.05% | 219 |
|
|
2016
Q3 | $190K | Hold |
3,520
| – | – | 0.06% | 197 |
|
|
2016
Q2 | $191K | Buy |
3,520
+345
| +11% | +$18.7K | 0.07% | 186 |
|
|
2016
Q1 | $161K | Hold |
3,175
| – | – | 0.07% | 162 |
|
|
2015
Q4 | $160K | Sell |
3,175
-3,200
| -50% | -$161K | 0.07% | 167 |
|
|
2015
Q3 | $306K | Buy |
6,375
+2,843
| +80% | +$136K | 0.16% | 105 |
|
|
2015
Q2 | $184K | Hold |
3,532
| – | – | 0.1% | 125 |
|
|
2015
Q1 | $204K | Buy |
+3,532
| New | +$204K | 0.11% | 122 |
|