IWA
IVC Wealth Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,812
| Closed | -$208K | – | 158 |
|
|
2024
Q3 | $208K | Buy |
+2,812
| New | +$208K | 0.11% | 157 |
|
|
2023
Q4 | – | Sell |
-9,232
| Closed | -$591K | – | 165 |
|
|
2023
Q3 | $591K | Sell |
9,232
-1,137
| -11% | -$72.8K | 0.4% | 64 |
|
|
2023
Q2 | $795K | Buy |
10,369
+6,908
| +200% | +$530K | 0.5% | 56 |
|
|
2023
Q1 | $296K | Sell |
3,461
-600
| -15% | -$51.3K | 0.21% | 108 |
|
|
2022
Q4 | $341K | Sell |
4,061
-1
| -0% | -$84 | 0.25% | 96 |
|
|
2022
Q3 | $311K | Buy |
4,062
+1
| +0% | +$77 | 0.25% | 95 |
|
|
2022
Q2 | $306K | Buy |
4,061
+500
| +14% | +$37.7K | 0.24% | 105 |
|
|
2022
Q1 | $241K | Hold |
3,561
| – | – | 0.16% | 131 |
|
|
2021
Q4 | $240K | Buy |
+3,561
| New | +$240K | 0.15% | 124 |
|