Freedman Financial Associates’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-727
| Closed | -$50K | – | 171 |
|
|
2022
Q1 | $50K | Hold |
727
| – | – | 0.03% | 198 |
|
|
2021
Q4 | $49K | Sell |
727
-333
| -31% | -$22.4K | 0.03% | 208 |
|
|
2021
Q3 | $63K | Sell |
1,060
-350
| -25% | -$20.8K | 0.05% | 166 |
|
|
2021
Q2 | $86K | Hold |
1,410
| – | – | 0.06% | 127 |
|
|
2021
Q1 | $86K | Sell |
1,410
-80
| -5% | -$4.88K | 0.07% | 119 |
|
|
2020
Q4 | $88K | Buy |
+1,490
| New | +$88K | 0.08% | 109 |
|