TPWA
TRUE Private Wealth Advisors’s GSK GSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,341
| Closed | -$229K | – | 284 |
|
|
2024
Q1 | $229K | Buy |
+5,341
| New | +$229K | 0.03% | 257 |
|
|
2022
Q3 | – | Sell |
-68,911
| Closed | -$3M | – | 229 |
|
|
2022
Q2 | $3M | Buy |
68,911
+628
| +0.9% | +$27.3K | 0.44% | 40 |
|
|
2022
Q1 | $3.08M | Sell |
68,283
-2,900
| -4% | -$131K | 0.43% | 44 |
|
|
2021
Q4 | $3.14M | Buy |
71,183
+694
| +1% | +$30.6K | 0.45% | 42 |
|
|
2021
Q3 | $2.7M | Buy |
+70,489
| New | +$2.7M | 0.39% | 50 |
|
|
2021
Q1 | – | Sell |
-1,662
| Closed | -$61K | – | 427 |
|
|
2020
Q4 | $61K | Buy |
1,662
+4
| +0.2% | +$147 | 0.01% | 328 |
|
|
2020
Q3 | $63K | Buy |
1,658
+2
| +0.1% | +$76 | 0.01% | 306 |
|
|
2020
Q2 | $68K | Buy |
1,656
+250
| +18% | +$10.3K | 0.01% | 288 |
|
|
2020
Q1 | $54K | Hold |
1,406
| – | – | 0.01% | 277 |
|
|
2019
Q4 | $66K | Buy |
+1,406
| New | +$66K | 0.01% | 334 |
|
|
2019
Q3 | – | Sell |
-1,575
| Closed | -$63K | – | 429 |
|
|
2019
Q2 | $63K | Buy |
+1,575
| New | +$63K | 0.01% | 311 |
|
|
2018
Q4 | – | Sell |
-1,419
| Closed | -$57K | – | 525 |
|
|
2018
Q3 | $57K | Buy |
+1,419
| New | +$57K | 0.01% | 446 |
|