WKWM
Walter & Keenan Wealth Management’s GSK GSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-5,150
| Closed | -$208K | – | 176 |
|
|
2018
Q2 | $208K | Buy |
+5,150
| New | +$208K | 0.09% | 163 |
|
|
2016
Q3 | – | Sell |
-5,400
| Closed | -$234K | – | 144 |
|
|
2016
Q2 | $234K | Buy |
5,400
+400
| +8% | +$17.3K | 0.13% | 122 |
|
|
2016
Q1 | $203K | Sell |
5,000
-900
| -15% | -$36.5K | 0.12% | 128 |
|
|
2015
Q4 | $238K | Hold |
5,900
| – | – | 0.14% | 123 |
|
|
2015
Q3 | $227K | Hold |
5,900
| – | – | 0.14% | 120 |
|
|
2015
Q2 | $246K | Sell |
5,900
-25,000
| -81% | -$1.04M | 0.14% | 122 |
|
|
2015
Q1 | $1.43M | Hold |
30,900
| – | – | 0.81% | 46 |
|
|
2014
Q4 | $1.32M | Buy |
30,900
+6,000
| +24% | +$257K | 0.75% | 48 |
|
|
2014
Q3 | $1.15M | Buy |
24,900
+20,000
| +408% | +$920K | 0.67% | 51 |
|
|
2014
Q2 | $262K | Hold |
4,900
| – | – | 0.14% | 121 |
|
|
2014
Q1 | $262K | Buy |
+4,900
| New | +$262K | 0.14% | 115 |
|