HWA
HCR Wealth Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-6,198
| Closed | -$219K | – | 181 |
|
|
2018
Q4 | $219K | Buy |
+6,198
| New | +$219K | 0.07% | 142 |
|
|
2018
Q1 | – | Sell |
-5,879
| Closed | -$315K | – | 174 |
|
|
2017
Q4 | $315K | Sell |
5,879
-280
| -5% | -$15K | 0.11% | 133 |
|
|
2017
Q3 | $289K | Buy |
6,159
+1,086
| +21% | +$51K | 0.12% | 132 |
|
|
2017
Q2 | $250K | Sell |
5,073
-120
| -2% | -$5.91K | 0.12% | 117 |
|
|
2017
Q1 | $273K | Sell |
5,193
-35
| -0.7% | -$1.84K | 0.14% | 122 |
|
|
2016
Q4 | $288K | Buy |
+5,228
| New | +$288K | 0.15% | 112 |
|