CPA
Clear Perspective Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,978
| Closed | -$234K | – | 155 |
|
|
2020
Q4 | $234K | Buy |
3,978
+688
| +21% | +$40.5K | 0.1% | 131 |
|
|
2020
Q3 | $486 | Buy |
+3,290
| New | +$486 | 0.23% | 79 |
|
|
2020
Q2 | – | Sell |
-4,061
| Closed | -$214K | – | 119 |
|
|
2020
Q1 | $214K | Sell |
4,061
-1,000
| -20% | -$52.7K | 0.14% | 105 |
|
|
2019
Q4 | $271K | Hold |
5,061
| – | – | 0.17% | 115 |
|
|
2019
Q3 | $279K | Hold |
5,061
| – | – | 0.13% | 114 |
|
|
2019
Q2 | $266K | Sell |
5,061
-1,500
| -23% | -$78.8K | 0.17% | 114 |
|
|
2019
Q1 | $338K | Hold |
6,561
| – | – | 0.24% | 99 |
|
|
2018
Q4 | $255K | Buy |
6,561
+1,450
| +28% | +$56.4K | 0.21% | 114 |
|
|
2018
Q3 | $219K | Sell |
5,111
-100
| -2% | -$4.29K | 0.16% | 136 |
|
|
2018
Q2 | $231K | Buy |
5,211
+3,750
| +257% | +$166K | 0.16% | 131 |
|
|
2018
Q1 | $66K | Sell |
1,461
-174
| -11% | -$7.86K | 0.05% | 221 |
|
|
2017
Q4 | $97K | Sell |
1,635
-52
| -3% | -$3.09K | 0.07% | 188 |
|
|
2017
Q3 | $87K | Buy |
1,687
+24
| +1% | +$1.24K | 0.07% | 193 |
|
|
2017
Q2 | $92K | Sell |
1,663
-425
| -20% | -$23.5K | 0.08% | 176 |
|
|
2017
Q1 | $123K | Hold |
2,088
| – | – | 0.08% | 154 |
|
|
2016
Q4 | $129K | Buy |
+2,088
| New | +$129K | 0.09% | 149 |
|