KWMG LLC’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 |
-41,466
| Closed | -$1.84M | – | 466 |
|
2018
Q2 | $1.84M | Buy |
+41,466
| New | +$1.84M | 0.5% | 70 |
|
2016
Q3 | – | Sell |
-17,612
| Closed | -$1.26M | – | 141 |
|
2016
Q2 | $1.26M | Buy |
17,612
+779
| +5% | +$55.6K | 0.68% | 37 |
|
2016
Q1 | $1.07M | Buy |
16,833
+1,746
| +12% | +$111K | 0.63% | 40 |
|
2015
Q4 | $870K | Buy |
15,087
+1,780
| +13% | +$103K | 0.59% | 52 |
|
2015
Q3 | $747K | Buy |
13,307
+446
| +3% | +$25K | 0.56% | 53 |
|
2015
Q2 | $717K | Buy |
12,861
+1,540
| +14% | +$85.9K | 0.53% | 49 |
|
2015
Q1 | $637K | Buy |
+11,321
| New | +$637K | 0.51% | 50 |
|