Essex Private 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-16,947
| Closed | -$1.14M | – | 42 |
|
2021
Q4 | $1.14M | Sell |
16,947
-103
| -0.6% | -$6.94K | 0.96% | 20 |
|
2021
Q3 | $1.02M | Buy |
17,050
+101
| +0.6% | +$6.04K | 0.93% | 21 |
|
2021
Q2 | $1.03M | Sell |
16,949
-67
| -0.4% | -$4.08K | 0.94% | 21 |
|
2021
Q1 | $1.04M | Sell |
17,016
-1,041
| -6% | -$63.8K | 1% | 20 |
|
2020
Q4 | $1.06M | Sell |
18,057
-49
| -0.3% | -$2.88K | 1.04% | 22 |
|
2020
Q3 | $1.12M | Sell |
18,106
-88
| -0.5% | -$5.42K | 1.15% | 21 |
|
2020
Q2 | $1.12M | Sell |
18,194
-360
| -2% | -$22.2K | 1.3% | 19 |
|
2020
Q1 | $979K | Buy |
18,554
+443
| +2% | +$23.4K | 1.28% | 18 |
|
2019
Q4 | $970K | Buy |
+18,111
| New | +$970K | 0.98% | 22 |
|