Kore Private Wealth’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-6,918
| Closed | -$414K | – | 374 |
|
|
2021
Q3 | $414K | Buy |
6,918
+1,302
| +23% | +$77.9K | 0.04% | 266 |
|
|
2021
Q2 | $342K | Buy |
5,616
+821
| +17% | +$50K | 0.04% | 290 |
|
|
2021
Q1 | $294K | Buy |
4,795
+688
| +17% | +$42.2K | 0.04% | 275 |
|
|
2020
Q4 | $241K | Buy |
+4,107
| New | +$241K | 0.04% | 282 |
|
|
2020
Q3 | – | Sell |
-2,854
| Closed | -$175K | – | 580 |
|
|
2020
Q2 | $175K | Sell |
2,854
-35
| -1% | -$2.15K | 0.04% | 254 |
|
|
2020
Q1 | $152K | Buy |
2,889
+570
| +25% | +$30K | 0.04% | 242 |
|
|
2019
Q4 | $124K | Buy |
+2,319
| New | +$124K | 0.02% | 325 |
|
|
2019
Q2 | – | Sell |
-2,000
| Closed | -$104K | – | 446 |
|
|
2019
Q1 | $104K | Hold |
2,000
| – | – | 0.02% | 281 |
|
|
2018
Q4 | $78K | Buy |
+2,000
| New | +$78K | 0.02% | 302 |
|