Waldron Private Wealth’s GSK GSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,891
| Closed | -$290K | – | 266 |
|
|
2019
Q4 | $290K | Buy |
4,891
+27
| +0.6% | +$1.6K | 0.03% | 212 |
|
|
2019
Q3 | $262K | Hold |
4,864
| – | – | 0.03% | 206 |
|
|
2019
Q2 | $245K | Buy |
4,864
+410
| +9% | +$20.7K | 0.03% | 213 |
|
|
2019
Q1 | $236K | Buy |
4,454
+54
| +1% | +$2.86K | 0.03% | 221 |
|
|
2018
Q4 | $210K | Hold |
4,400
| – | – | 0.03% | 196 |
|
|
2018
Q3 | $220K | Buy |
4,400
+400
| +10% | +$20K | 0.04% | 172 |
|
|
2018
Q2 | $201K | Buy |
+4,000
| New | +$201K | 0.04% | 167 |
|
|
2017
Q4 | – | Sell |
-4,000
| Closed | -$203K | – | 174 |
|
|
2017
Q3 | $203K | Buy |
+4,000
| New | +$203K | 0.06% | 147 |
|