Alta Wealth Advisors’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,205
| Closed | -$553K | – | 133 |
|
|
2023
Q2 | $553K | Sell |
7,205
-73
| -1% | -$5.6K | 0.32% | 84 |
|
|
2023
Q1 | $622K | Sell |
7,278
-861
| -11% | -$73.6K | 0.39% | 77 |
|
|
2022
Q4 | $682K | Buy |
8,139
+671
| +9% | +$56.3K | 0.46% | 72 |
|
|
2022
Q3 | $572K | Buy |
7,468
+120
| +2% | +$9.19K | 0.41% | 75 |
|
|
2022
Q2 | $555K | Sell |
7,348
-232
| -3% | -$17.5K | 0.38% | 74 |
|
|
2022
Q1 | $513K | Buy |
7,580
+20
| +0.3% | +$1.35K | 0.3% | 106 |
|
|
2021
Q4 | $509K | Sell |
7,560
-160
| -2% | -$10.8K | 0.31% | 101 |
|
|
2021
Q3 | $462K | Sell |
7,720
-294
| -4% | -$17.6K | 0.34% | 104 |
|
|
2021
Q2 | $488K | Sell |
8,014
-294
| -4% | -$17.9K | 0.36% | 98 |
|
|
2021
Q1 | $509K | Sell |
8,308
-648
| -7% | -$39.7K | 0.43% | 87 |
|
|
2020
Q4 | $527K | Buy |
+8,956
| New | +$527K | 0.44% | 79 |
|