Heritage Financial Services’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,854
| Closed | -$219K | – | 81 |
|
|
2023
Q2 | $219K | Hold |
2,854
| – | – | 0.04% | 74 |
|
|
2023
Q1 | $244K | Hold |
2,854
| – | – | 0.05% | 66 |
|
|
2022
Q4 | $239K | Sell |
2,854
-81
| -3% | -$6.79K | 0.06% | 69 |
|
|
2022
Q3 | $224K | Buy |
2,935
+81
| +3% | +$6.18K | 0.14% | 57 |
|
|
2022
Q2 | $215K | Buy |
+2,854
| New | +$215K | 0.12% | 60 |
|