Concert Wealth 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
Q2 | – | Sell |
-8,478
| Closed | -$523K | – | 259 |
|
|
2017
Q1 | $523K | Hold |
8,478
| – | – | 0.12% | 234 |
|
|
2016
Q4 | $523K | Sell |
8,478
-12,494
| -60% | -$771K | 0.12% | 244 |
|
|
2016
Q3 | $1.34M | Sell |
20,972
-2,307
| -10% | -$148K | 0.16% | 158 |
|
|
2016
Q2 | $1.66M | Buy |
23,279
+1,548
| +7% | +$110K | 0.23% | 114 |
|
|
2016
Q1 | $1.38M | Sell |
21,731
-785
| -3% | -$49.7K | 0.18% | 139 |
|
|
2015
Q4 | $1.3M | Sell |
22,516
-303
| -1% | -$17.5K | 0.17% | 142 |
|
|
2015
Q3 | $1.29M | Buy |
22,819
+124
| +0.5% | +$6.99K | 0.17% | 143 |
|
|
2015
Q2 | $1.27M | Buy |
22,695
+1,635
| +8% | +$91.6K | 0.16% | 153 |
|
|
2015
Q1 | $942K | Buy |
21,060
+1,820
| +9% | +$81.4K | 0.27% | 88 |
|
|
2014
Q4 | $1.02M | Buy |
19,240
+12,292
| +177% | +$654K | 0.16% | 172 |
|
|
2014
Q3 | $354K | Sell |
6,948
-181
| -3% | -$9.22K | 0.05% | 347 |
|
|
2014
Q2 | $351K | Buy |
7,129
+923
| +15% | +$45.4K | 0.04% | 378 |
|
|
2014
Q1 | $320K | Sell |
6,206
-2
| -0% | -$103 | 0.04% | 390 |
|
|
2013
Q4 | $311K | Buy |
6,208
+1
| +0% | +$50 | 0.04% | 367 |
|
|
2013
Q3 | $299K | Buy |
6,207
+155
| +3% | +$7.47K | 0.04% | 369 |
|
|
2013
Q2 | $293K | Buy |
+6,052
| New | +$293K | 0.04% | 346 |
|