Kelman-Lazarov Inc’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-5,334
| Closed | -$236K | – | 102 |
|
|
2018
Q2 | $236K | Sell |
5,334
-300
| -5% | -$13.3K | 0.13% | 99 |
|
|
2018
Q1 | $254K | Hold |
5,634
| – | – | 0.14% | 98 |
|
|
2017
Q4 | $334K | Hold |
5,634
| – | – | 0.17% | 93 |
|
|
2017
Q3 | $292K | Sell |
5,634
-2,058
| -27% | -$107K | 0.15% | 98 |
|
|
2017
Q2 | $426K | Hold |
7,692
| – | – | 0.23% | 88 |
|
|
2017
Q1 | $454K | Hold |
7,692
| – | – | 0.29% | 78 |
|
|
2016
Q4 | $475K | Hold |
7,692
| – | – | 0.27% | 80 |
|
|
2016
Q3 | $485K | Sell |
7,692
-552
| -7% | -$34.8K | 0.27% | 80 |
|
|
2016
Q2 | $593K | Buy |
8,244
+250
| +3% | +$18K | 0.34% | 77 |
|
|
2016
Q1 | $519K | Buy |
+7,994
| New | +$519K | 0.3% | 81 |
|