BWA
BDO Wealth Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $277K | Buy |
3,613
+100
| +3% | +$7.67K | 0.03% | 225 |
|
|
2023
Q1 | $300K | Hold |
3,513
| – | – | 0.04% | 208 |
|
|
2022
Q4 | $295K | Hold |
3,513
| – | – | 0.04% | 224 |
|
|
2022
Q3 | $269K | Hold |
3,513
| – | – | 0.04% | 222 |
|
|
2022
Q2 | $265K | Hold |
3,513
| – | – | 0.03% | 225 |
|
|
2022
Q1 | $238K | Sell |
3,513
-27
| -0.8% | -$1.83K | 0.03% | 247 |
|
|
2021
Q4 | $239K | Buy |
3,540
+27
| +0.8% | +$1.82K | 0.03% | 259 |
|
|
2021
Q3 | $210K | Hold |
3,513
| – | – | 0.02% | 272 |
|
|
2021
Q2 | $214K | Hold |
3,513
| – | – | 0.02% | 281 |
|
|
2021
Q1 | $215K | Buy |
3,513
+3,333
| +1,852% | +$204K | 0.03% | 281 |
|
|
2020
Q4 | $11K | Hold |
180
| – | – | ﹤0.01% | 539 |
|
|
2020
Q3 | $11K | Buy |
+180
| New | +$11K | ﹤0.01% | 480 |
|
|
2019
Q1 | – | Sell |
-950
| Closed | -$37K | – | 628 |
|
|
2018
Q4 | $37K | Buy |
+950
| New | +$37K | 0.01% | 287 |
|
|
2018
Q2 | – | Sell |
-90
| Closed | -$4K | – | 657 |
|
|
2018
Q1 | $4K | Buy |
90
+77
| +592% | +$3.42K | ﹤0.01% | 455 |
|
|
2017
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 457 |
|