Jackson 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
Q3 | – | Sell |
-23,530
| Closed | -$1.3M | – | 86 |
|
|
2017
Q2 | $1.3M | Buy |
23,530
+3,825
| +19% | +$211K | 0.41% | 62 |
|
|
2017
Q1 | $1.14M | Buy |
19,705
+873
| +5% | +$50.3K | 0.41% | 57 |
|
|
2016
Q4 | $1.17M | Sell |
18,832
-455
| -2% | -$28.2K | 0.46% | 57 |
|
|
2016
Q3 | $1.19M | Sell |
19,287
-330
| -2% | -$20.4K | 0.45% | 51 |
|
|
2016
Q2 | $1.4M | Buy |
19,617
+279
| +1% | +$19.9K | 0.52% | 47 |
|
|
2016
Q1 | $1.24M | Sell |
19,338
-73
| -0.4% | -$4.69K | 0.48% | 49 |
|
|
2015
Q4 | $1.09M | Sell |
19,411
-606
| -3% | -$34.2K | 0.43% | 57 |
|
|
2015
Q3 | $1.12M | Sell |
20,017
-3,619
| -15% | -$203K | 0.4% | 67 |
|
|
2015
Q2 | $1.33M | Sell |
23,636
-8,791
| -27% | -$493K | 0.45% | 67 |
|
|
2015
Q1 | $1.84M | Sell |
32,427
-2,828
| -8% | -$160K | 0.59% | 49 |
|
|
2014
Q4 | $1.88M | Buy |
+35,255
| New | +$1.88M | 0.61% | 50 |
|