SWM
SVA Wealth Management’s GSK GSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4,830
| Closed | -$208K | – | 207 |
|
|
2017
Q2 | $208K | Buy |
+4,830
| New | +$208K | 0.03% | 193 |
|
|
2016
Q4 | – | Sell |
-8,093
| Closed | -$349K | – | 203 |
|
|
2016
Q3 | $349K | Sell |
8,093
-260
| -3% | -$11.2K | 0.05% | 156 |
|
|
2016
Q2 | $362K | Sell |
8,353
-1,656
| -17% | -$71.8K | 0.06% | 158 |
|
|
2016
Q1 | $406K | Sell |
10,009
-24,131
| -71% | -$979K | 0.07% | 153 |
|
|
2015
Q4 | $1.38M | Sell |
34,140
-6,487
| -16% | -$262K | 0.24% | 98 |
|
|
2015
Q3 | $1.56M | Buy |
40,627
+2,602
| +7% | +$100K | 0.29% | 88 |
|
|
2015
Q2 | $1.58M | Buy |
38,025
+904
| +2% | +$37.7K | 0.29% | 92 |
|
|
2015
Q1 | $1.71M | Buy |
37,121
+12,175
| +49% | +$562K | 0.31% | 91 |
|
|
2014
Q4 | $1.07M | Buy |
24,946
+1,990
| +9% | +$85K | 0.39% | 63 |
|
|
2014
Q3 | $1.06M | Buy |
22,956
+3,510
| +18% | +$161K | 0.45% | 56 |
|
|
2014
Q2 | $1.04M | Buy |
19,446
+598
| +3% | +$32K | 0.44% | 55 |
|
|
2014
Q1 | $1.01M | Buy |
18,848
+2,069
| +12% | +$111K | 0.48% | 52 |
|
|
2013
Q4 | $896K | Buy |
+16,779
| New | +$896K | 0.53% | 53 |
|