Bridgewater Wealth & Financial Management’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-5,164
| Closed | -$286K | – | 62 |
|
|
2017
Q2 | $286K | Buy |
5,164
+220
| +4% | +$12.2K | 0.1% | 85 |
|
|
2017
Q1 | $292K | Sell |
4,944
-247
| -5% | -$14.6K | 0.11% | 81 |
|
|
2016
Q4 | $321K | Buy |
5,191
+8
| +0.2% | +$495 | 0.12% | 77 |
|
|
2016
Q3 | $331K | Buy |
5,183
+7
| +0.1% | +$447 | 0.12% | 74 |
|
|
2016
Q2 | $369K | Sell |
5,176
-146
| -3% | -$10.4K | 0.13% | 71 |
|
|
2016
Q1 | $337K | Buy |
+5,322
| New | +$337K | 0.12% | 77 |
|