IWA
Intercontinental Wealth Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,590
| Closed | -$241K | – | 214 |
|
|
2019
Q4 | $241K | Sell |
4,590
-987
| -18% | -$51.8K | 0.2% | 89 |
|
|
2019
Q3 | $307K | Sell |
5,577
-50
| -0.9% | -$2.75K | 0.19% | 104 |
|
|
2019
Q2 | $296K | Sell |
5,627
-134
| -2% | -$7.05K | 0.15% | 100 |
|
|
2019
Q1 | $298K | Sell |
5,761
-16
| -0.3% | -$828 | 0.15% | 103 |
|
|
2018
Q4 | $225K | Sell |
5,777
-292
| -5% | -$11.4K | 0.13% | 111 |
|
|
2018
Q3 | $260K | Buy |
6,069
+475
| +8% | +$20.3K | 0.13% | 110 |
|
|
2018
Q2 | $248K | Buy |
5,594
+528
| +10% | +$23.4K | 0.14% | 110 |
|
|
2018
Q1 | $228K | Buy |
5,066
+304
| +6% | +$13.7K | 0.13% | 117 |
|
|
2017
Q4 | $282K | Buy |
4,762
+85
| +2% | +$5.03K | 0.16% | 103 |
|
|
2017
Q3 | $242K | Sell |
4,677
-17
| -0.4% | -$880 | 0.15% | 107 |
|
|
2017
Q2 | $260K | Buy |
+4,694
| New | +$260K | 0.17% | 93 |
|