Integrated Wealth Management’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $519K | Buy |
8,801
+54
| +0.6% | +$3.18K | 0.17% | 130 |
|
|
2016
Q4 | $540K | Buy |
8,747
+289
| +3% | +$17.8K | 0.2% | 123 |
|
|
2016
Q3 | $540K | Buy |
8,458
+742
| +10% | +$47.4K | 0.19% | 115 |
|
|
2016
Q2 | $550K | Buy |
7,716
+1,335
| +21% | +$95.2K | 0.21% | 102 |
|
|
2016
Q1 | $404K | Buy |
6,381
+1,455
| +30% | +$92.1K | 0.17% | 115 |
|
|
2015
Q4 | $284K | Buy |
4,926
+1,212
| +33% | +$69.9K | 0.12% | 135 |
|
|
2015
Q3 | $208K | Sell |
3,714
-466
| -11% | -$26.1K | 0.09% | 178 |
|
|
2015
Q2 | $233K | Buy |
4,180
+237
| +6% | +$13.2K | 0.09% | 169 |
|
|
2015
Q1 | $223K | Buy |
+3,943
| New | +$223K | 0.09% | 166 |
|