Heritage Wealth Management (Arizona)’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $17.1K | Buy |
204
+148
| +264% | +$12.4K | ﹤0.01% | 692 |
|
|
2022
Q3 | $4K | Sell |
56
-6
| -10% | -$429 | ﹤0.01% | 785 |
|
|
2022
Q2 | $4.68K | Hold |
62
| – | – | ﹤0.01% | 775 |
|
|
2022
Q1 | $4K | Buy |
+62
| New | +$4K | ﹤0.01% | 818 |
|
|
2021
Q3 | $5K | Sell |
87
-2
| -2% | -$115 | ﹤0.01% | 728 |
|
|
2021
Q2 | $5K | Sell |
89
-861
| -91% | -$48.4K | ﹤0.01% | 742 |
|
|
2021
Q1 | $58K | Buy |
+950
| New | +$58K | 0.03% | 353 |
|