Berman Capital Advisors’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $199K | Buy |
3,336
+1,345
| +68% | +$80.2K | 0.03% | 263 |
|
|
2021
Q2 | $120K | Buy |
1,991
+192
| +11% | +$11.6K | 0.02% | 330 |
|
|
2021
Q1 | $109K | Buy |
1,799
+763
| +74% | +$46.2K | 0.02% | 284 |
|
|
2020
Q4 | $60K | Buy |
1,036
+33
| +3% | +$1.91K | 0.01% | 357 |
|
|
2020
Q3 | $61K | Sell |
1,003
-75
| -7% | -$4.56K | 0.02% | 298 |
|
|
2020
Q2 | $65K | Buy |
1,078
+231
| +27% | +$13.9K | 0.02% | 283 |
|
|
2020
Q1 | $43K | Buy |
847
+370
| +78% | +$18.8K | 0.01% | 317 |
|
|
2019
Q4 | $25K | Buy |
477
+2
| +0.4% | +$105 | 0.01% | 469 |
|
|
2019
Q3 | $26K | Sell |
475
-113
| -19% | -$6.19K | 0.01% | 433 |
|
|
2019
Q2 | $30K | Buy |
588
+131
| +29% | +$6.68K | 0.01% | 408 |
|
|
2019
Q1 | $22K | Buy |
457
+257
| +129% | +$12.4K | 0.01% | 429 |
|
|
2018
Q4 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 595 |
|