ATWA
Arbor Trust Wealth Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,312
| Closed | -$369K | – | 99 |
|
|
2023
Q1 | $369K | Buy |
4,312
+1,560
| +57% | +$133K | 0.24% | 69 |
|
|
2022
Q4 | $231K | Buy |
2,752
+117
| +4% | +$9.81K | 0.16% | 91 |
|
|
2022
Q3 | $202K | Sell |
2,635
-600
| -19% | -$46K | 0.15% | 92 |
|
|
2022
Q2 | $244K | Buy |
+3,235
| New | +$244K | 0.17% | 88 |
|
|
2022
Q1 | – | Sell |
-3,235
| Closed | -$218K | – | 106 |
|
|
2021
Q4 | $218K | Buy |
+3,235
| New | +$218K | 0.13% | 100 |
|
|
2021
Q3 | – | Sell |
-3,280
| Closed | -$200K | – | 100 |
|
|
2021
Q2 | $200K | Buy |
+3,280
| New | +$200K | 0.13% | 97 |
|
|
2021
Q1 | – | Sell |
-3,930
| Closed | -$231K | – | 97 |
|
|
2020
Q4 | $231K | Sell |
3,930
-55
| -1% | -$3.23K | 0.17% | 84 |
|
|
2020
Q3 | $246K | Hold |
3,985
| – | – | 0.21% | 71 |
|
|
2020
Q2 | $246K | Hold |
3,985
| – | – | 0.22% | 75 |
|
|
2020
Q1 | $210K | Buy |
+3,985
| New | +$210K | 0.22% | 78 |
|