WP
WealthSource Partners’s GSK GSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,417
| Closed | -$236K | – | 515 |
|
|
2022
Q2 | $236K | Sell |
5,417
-2,960
| -35% | -$129K | 0.02% | 451 |
|
|
2022
Q1 | $365K | Sell |
8,377
-1,446
| -15% | -$63K | 0.02% | 407 |
|
|
2021
Q4 | $433K | Sell |
9,823
-359
| -4% | -$15.8K | 0.03% | 336 |
|
|
2021
Q3 | $389K | Buy |
10,182
+1,352
| +15% | +$51.7K | 0.03% | 333 |
|
|
2021
Q2 | $352K | Buy |
8,830
+2,915
| +49% | +$116K | 0.03% | 333 |
|
|
2021
Q1 | $211K | Buy |
5,915
+305
| +5% | +$10.9K | 0.02% | 403 |
|
|
2020
Q4 | $206K | Hold |
5,610
| – | – | 0.02% | 357 |
|
|
2020
Q3 | $211K | Hold |
5,610
| – | – | 0.03% | 326 |
|
|
2020
Q2 | $229K | Sell |
5,610
-396
| -7% | -$16.2K | 0.03% | 288 |
|
|
2020
Q1 | $228K | Sell |
6,006
-494
| -8% | -$18.8K | 0.04% | 280 |
|
|
2019
Q4 | $305K | Buy |
6,500
+588
| +10% | +$27.6K | 0.04% | 308 |
|
|
2019
Q3 | $252K | Sell |
5,912
-13
| -0.2% | -$554 | 0.04% | 352 |
|
|
2019
Q2 | $237K | Buy |
5,925
+143
| +2% | +$5.72K | 0.04% | 387 |
|
|
2019
Q1 | $242K | Sell |
5,782
-425
| -7% | -$17.8K | 0.05% | 298 |
|
|
2018
Q4 | $237K | Sell |
6,207
-172
| -3% | -$6.57K | 0.07% | 243 |
|
|
2018
Q3 | $256K | Sell |
6,379
-113
| -2% | -$4.54K | 0.07% | 242 |
|
|
2018
Q2 | $262K | Buy |
6,492
+196
| +3% | +$7.91K | 0.07% | 229 |
|
|
2018
Q1 | $246K | Buy |
6,296
+510
| +9% | +$19.9K | 0.07% | 239 |
|
|
2017
Q4 | $205K | Buy |
5,786
+591
| +11% | +$20.9K | 0.06% | 281 |
|
|
2017
Q3 | $211K | Sell |
5,195
-10
| -0.2% | -$406 | 0.07% | 266 |
|
|
2017
Q2 | $224K | Hold |
5,205
| – | – | 0.08% | 249 |
|
|
2017
Q1 | $219K | Buy |
+5,205
| New | +$219K | 0.08% | 248 |
|
|
2016
Q4 | – | Sell |
-5,194
| Closed | -$224K | – | 259 |
|
|
2016
Q3 | $224K | Sell |
5,194
-1,724
| -25% | -$74.4K | 0.08% | 223 |
|
|
2016
Q2 | $300K | Buy |
+6,918
| New | +$300K | 0.11% | 169 |
|