Wellesley Investment Partners’s GSK GSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-14,995
| Closed | -$752K | – | 124 |
|
|
2018
Q3 | $752K | Buy |
14,995
+957
| +7% | +$48K | 0.25% | 69 |
|
|
2018
Q2 | $707K | Sell |
14,038
-104
| -0.7% | -$5.24K | 0.25% | 69 |
|
|
2018
Q1 | $690K | Buy |
14,142
+1,057
| +8% | +$51.6K | 0.25% | 67 |
|
|
2017
Q4 | $580K | Buy |
13,085
+1,818
| +16% | +$80.6K | 0.22% | 75 |
|
|
2017
Q3 | $571K | Buy |
11,267
+249
| +2% | +$12.6K | 0.23% | 71 |
|
|
2017
Q2 | $593K | Buy |
11,018
+665
| +6% | +$35.8K | 0.25% | 71 |
|
|
2017
Q1 | $545K | Buy |
10,353
+1,943
| +23% | +$102K | 0.24% | 72 |
|
|
2016
Q4 | $404K | Sell |
8,410
-1,186
| -12% | -$57K | 0.2% | 74 |
|
|
2016
Q3 | $517K | Sell |
9,596
-202
| -2% | -$10.9K | 0.27% | 62 |
|
|
2016
Q2 | $530K | Buy |
9,798
+672
| +7% | +$36.4K | 0.29% | 55 |
|
|
2016
Q1 | $463K | Buy |
9,126
+1,615
| +22% | +$81.9K | 0.28% | 64 |
|
|
2015
Q4 | $378K | Buy |
+7,511
| New | +$378K | 0.26% | 64 |
|