HWP
Hefty Wealth Partners’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $25K | Hold |
558
| – | – | 0.02% | 162 |
|
|
2017
Q4 | $33K | Hold |
558
| – | – | 0.02% | 153 |
|
|
2017
Q3 | $29K | Hold |
558
| – | – | 0.02% | 149 |
|
|
2017
Q2 | $30K | Hold |
558
| – | – | 0.02% | 140 |
|
|
2017
Q1 | $32K | Sell |
558
-922
| -62% | -$52.9K | 0.02% | 139 |
|
|
2016
Q4 | $91K | Buy |
1,480
+7
| +0.5% | +$430 | 0.08% | 84 |
|
|
2016
Q3 | $94K | Sell |
1,473
-29,560
| -95% | -$1.89M | 0.07% | 94 |
|
|
2016
Q2 | $2.21M | Buy |
31,033
+3,948
| +15% | +$282K | 1.83% | 16 |
|
|
2016
Q1 | $1.72M | Buy |
27,085
+15,366
| +131% | +$973K | 1.6% | 15 |
|
|
2015
Q4 | $675K | Buy |
+11,719
| New | +$675K | 0.64% | 55 |
|