CWS
Cypress Wealth Services’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,053
| Closed | -$247K | – | 241 |
|
|
2021
Q2 | $247K | Sell |
4,053
-624
| -13% | -$38K | 0.07% | 222 |
|
|
2021
Q1 | $287K | Sell |
4,677
-446
| -9% | -$27.4K | 0.06% | 224 |
|
|
2020
Q4 | $301K | Buy |
+5,123
| New | +$301K | 0.07% | 205 |
|
|
2020
Q3 | – | Sell |
-5,150
| Closed | -$317K | – | 88 |
|
|
2020
Q2 | $317K | Buy |
5,150
+219
| +4% | +$13.5K | 0.08% | 198 |
|
|
2020
Q1 | $260K | Sell |
4,931
-147
| -3% | -$7.75K | 0.08% | 194 |
|
|
2019
Q4 | $272K | Buy |
5,078
+256
| +5% | +$13.7K | 0.07% | 200 |
|
|
2019
Q3 | $266K | Buy |
4,822
+116
| +2% | +$6.4K | 0.07% | 200 |
|
|
2019
Q2 | $247K | Sell |
4,706
-41
| -0.9% | -$2.15K | 0.07% | 213 |
|
|
2019
Q1 | $246K | Sell |
4,747
-607
| -11% | -$31.5K | 0.08% | 208 |
|
|
2018
Q4 | $208K | Sell |
5,354
-1,678
| -24% | -$65.2K | 0.08% | 192 |
|
|
2018
Q3 | $302K | Buy |
7,032
+366
| +5% | +$15.7K | 0.11% | 164 |
|
|
2018
Q2 | $295K | Buy |
+6,666
| New | +$295K | 0.11% | 163 |
|
|
2018
Q1 | – | Sell |
-3,648
| Closed | -$216K | – | 200 |
|
|
2017
Q4 | $216K | Buy |
+3,648
| New | +$216K | 0.09% | 185 |
|