SWM
Selective Wealth Management’s GSK GSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-320
| Closed | -$9K | – | 357 |
|
|
2022
Q3 | $9K | Sell |
320
-80
| -20% | -$2.25K | ﹤0.01% | 530 |
|
|
2022
Q2 | $17K | Hold |
400
| – | – | 0.01% | 490 |
|
|
2022
Q1 | $17K | Sell |
400
-200
| -33% | -$8.5K | 0.01% | 470 |
|
|
2021
Q4 | $26K | Buy |
600
+200
| +50% | +$8.67K | 0.01% | 374 |
|
|
2021
Q3 | $15K | Hold |
400
| – | – | 0.01% | 389 |
|
|
2021
Q2 | $16K | Hold |
400
| – | – | 0.01% | 296 |
|
|
2021
Q1 | $14K | Buy |
+400
| New | +$14K | 0.01% | 221 |
|
|
2020
Q3 | – | Sell |
-43
| Closed | -$2K | – | 352 |
|
|
2020
Q2 | $2K | Hold |
43
| – | – | ﹤0.01% | 375 |
|
|
2020
Q1 | $2K | Hold |
43
| – | – | ﹤0.01% | 278 |
|
|
2019
Q4 | $2K | Buy |
+43
| New | +$2K | ﹤0.01% | 285 |
|
|
2018
Q3 | $6K | Buy |
+150
| New | +$6K | 0.07% | 104 |
|