WMA
Wealth Management Associates’s GSK GSK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-6,096
| Closed | -$265K | – | 182 |
|
2022
Q2 | $265K | Buy |
6,096
+7
| +0.1% | +$305 | 0.18% | 140 |
|
2022
Q1 | $265K | Buy |
6,089
+59
| +1% | +$2.57K | 0.15% | 158 |
|
2021
Q4 | $266K | Buy |
6,030
+17
| +0.3% | +$750 | 0.14% | 165 |
|
2021
Q3 | $230K | Buy |
6,013
+16
| +0.3% | +$611 | 0.13% | 169 |
|
2021
Q2 | $239K | Sell |
5,997
-228
| -4% | -$9.08K | 0.14% | 175 |
|
2021
Q1 | $222K | Sell |
6,225
-591
| -9% | -$21.1K | 0.14% | 167 |
|
2020
Q4 | $251K | Sell |
6,816
-427
| -6% | -$15.7K | 0.16% | 143 |
|
2020
Q3 | $273K | Sell |
7,243
-79
| -1% | -$2.97K | 0.21% | 120 |
|
2020
Q2 | $299K | Buy |
7,322
+125
| +2% | +$5.1K | 0.25% | 98 |
|
2020
Q1 | $273K | Buy |
7,197
+19
| +0.3% | +$720 | 0.28% | 85 |
|
2019
Q4 | $337K | Buy |
7,178
+18
| +0.3% | +$846 | 0.24% | 94 |
|
2019
Q3 | $306K | Buy |
7,160
+20
| +0.3% | +$854 | 0.25% | 98 |
|
2019
Q2 | $286K | Buy |
7,140
+225
| +3% | +$9.01K | 0.28% | 73 |
|
2019
Q1 | $289K | Buy |
6,915
+20
| +0.3% | +$836 | 0.32% | 70 |
|
2018
Q4 | $263K | Buy |
+6,895
| New | +$263K | 0.35% | 64 |
|