TWA
TCI Wealth Advisors’s GSK GSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,444
| Closed | -$51.4K | – | 1037 |
|
|
2023
Q1 | $51.4K | Sell |
1,444
-187
| -11% | -$6.65K | 0.01% | 426 |
|
|
2022
Q4 | $57.3K | Buy |
1,631
+200
| +14% | +$7.03K | 0.01% | 369 |
|
|
2022
Q3 | $42K | Sell |
1,431
-430
| -23% | -$12.6K | 0.01% | 413 |
|
|
2022
Q2 | $81K | Buy |
1,861
+72
| +4% | +$3.13K | 0.01% | 280 |
|
|
2022
Q1 | $78K | Hold |
1,789
| – | – | 0.01% | 307 |
|
|
2021
Q4 | $79K | Hold |
1,789
| – | – | 0.01% | 305 |
|
|
2021
Q3 | $68K | Sell |
1,789
-1,242
| -41% | -$47.2K | 0.01% | 337 |
|
|
2021
Q2 | $121K | Hold |
3,031
| – | – | 0.02% | 227 |
|
|
2021
Q1 | $108K | Hold |
3,031
| – | – | 0.05% | 211 |
|
|
2020
Q4 | $112K | Sell |
3,031
-10,263
| -77% | -$379K | 0.05% | 192 |
|
|
2020
Q3 | $500K | Sell |
13,294
-410
| -3% | -$15.4K | 0.2% | 80 |
|
|
2020
Q2 | $559K | Buy |
13,704
+410
| +3% | +$16.7K | 0.24% | 70 |
|
|
2020
Q1 | $504K | Sell |
13,294
-252
| -2% | -$9.55K | 0.25% | 71 |
|
|
2019
Q4 | $637K | Buy |
13,546
+69
| +0.5% | +$3.25K | 0.25% | 72 |
|
|
2019
Q3 | $575K | Hold |
13,477
| – | – | 0.26% | 71 |
|
|
2019
Q2 | $539K | Sell |
13,477
-3,229
| -19% | -$129K | 0.24% | 75 |
|
|
2019
Q1 | $698K | Hold |
16,706
| – | – | 0.31% | 67 |
|
|
2018
Q4 | $638K | Sell |
16,706
-29
| -0.2% | -$1.11K | 0.31% | 64 |
|
|
2018
Q3 | $672K | Sell |
16,735
-86
| -0.5% | -$3.45K | 0.28% | 70 |
|
|
2018
Q2 | $678K | Buy |
16,821
+115
| +0.7% | +$4.64K | 0.3% | 69 |
|
|
2018
Q1 | $653K | Sell |
16,706
-183
| -1% | -$7.15K | 0.3% | 69 |
|
|
2017
Q4 | $599K | Sell |
16,889
-1,011
| -6% | -$35.9K | 0.26% | 77 |
|
|
2017
Q3 | $727K | Hold |
17,900
| – | – | 0.36% | 66 |
|
|
2017
Q2 | $772K | Sell |
17,900
-1,230
| -6% | -$53K | 0.39% | 57 |
|
|
2017
Q1 | $807K | Hold |
19,130
| – | – | 0.42% | 58 |
|
|
2016
Q4 | $737K | Sell |
19,130
-145
| -0.8% | -$5.59K | 0.39% | 59 |
|
|
2016
Q3 | $831K | Sell |
19,275
-1,097
| -5% | -$47.3K | 0.45% | 55 |
|
|
2016
Q2 | $883K | Sell |
20,372
-2,846
| -12% | -$123K | 0.49% | 50 |
|
|
2016
Q1 | $941K | Sell |
23,218
-392
| -2% | -$15.9K | 0.52% | 50 |
|
|
2015
Q4 | $953K | Sell |
23,610
-246
| -1% | -$9.93K | 0.53% | 49 |
|
|
2015
Q3 | $917K | Hold |
23,856
| – | – | 0.55% | 46 |
|
|
2015
Q2 | $994K | Sell |
23,856
-40
| -0.2% | -$1.67K | 0.57% | 45 |
|
|
2015
Q1 | $1.1M | Sell |
23,896
-720
| -3% | -$33.2K | 0.69% | 38 |
|
|
2014
Q4 | $1.05M | Sell |
24,616
-288
| -1% | -$12.3K | 0.65% | 40 |
|
|
2014
Q3 | $1.15M | Hold |
24,904
| – | – | 0.72% | 35 |
|
|
2014
Q2 | $1.33M | Hold |
24,904
| – | – | 0.8% | 31 |
|
|
2014
Q1 | $1.33M | Sell |
24,904
-1,303
| -5% | -$69.6K | 0.87% | 30 |
|
|
2013
Q4 | $1.4M | Buy |
26,207
+1,103
| +4% | +$58.9K | 0.88% | 31 |
|
|
2013
Q3 | $1.26M | Hold |
25,104
| – | – | 0.96% | 29 |
|
|
2013
Q2 | $1.25M | Buy |
+25,104
| New | +$1.25M | 0.95% | 29 |
|