BWA
Burt Wealth Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-800
| Closed | -$47K | – | 194 |
|
|
2020
Q4 | $47K | Hold |
800
| – | – | 0.02% | 183 |
|
|
2020
Q3 | $49K | Hold |
800
| – | – | 0.02% | 178 |
|
|
2020
Q2 | $49K | Hold |
800
| – | – | 0.02% | 176 |
|
|
2020
Q1 | $42K | Hold |
800
| – | – | 0.02% | 175 |
|
|
2019
Q4 | $43K | Hold |
800
| – | – | 0.02% | 183 |
|
|
2019
Q3 | $44K | Hold |
800
| – | – | 0.02% | 177 |
|
|
2019
Q2 | $42K | Hold |
800
| – | – | 0.02% | 179 |
|
|
2019
Q1 | $41K | Hold |
800
| – | – | 0.02% | 184 |
|
|
2018
Q4 | $31K | Hold |
800
| – | – | 0.01% | 202 |
|
|
2018
Q3 | $34K | Hold |
800
| – | – | 0.02% | 206 |
|
|
2018
Q2 | $35K | Hold |
800
| – | – | 0.02% | 203 |
|
|
2018
Q1 | $36K | Hold |
800
| – | – | 0.02% | 207 |
|
|
2017
Q4 | $47K | Hold |
800
| – | – | 0.03% | 184 |
|
|
2017
Q3 | $41K | Hold |
800
| – | – | 0.03% | 191 |
|
|
2017
Q2 | $47K | Hold |
800
| – | – | 0.03% | 188 |
|
|
2017
Q1 | $47K | Sell |
800
-275
| -26% | -$16.2K | 0.03% | 172 |
|
|
2016
Q4 | $66K | Buy |
1,075
+275
| +34% | +$16.9K | 0.06% | 147 |
|
|
2016
Q3 | $51K | Hold |
800
| – | – | 0.05% | 158 |
|
|
2016
Q2 | $57K | Hold |
800
| – | – | 0.06% | 142 |
|
|
2016
Q1 | $51K | Hold |
800
| – | – | 0.05% | 165 |
|
|
2015
Q4 | $46K | Hold |
800
| – | – | 0.04% | 153 |
|
|
2015
Q3 | $44K | Hold |
800
| – | – | 0.05% | 144 |
|
|
2015
Q2 | $44K | Hold |
800
| – | – | 0.05% | 155 |
|
|
2015
Q1 | $46K | Hold |
800
| – | – | 0.05% | 145 |
|
|
2014
Q4 | $43K | Buy |
+800
| New | +$43K | 0.05% | 148 |
|