LWA
Lenox Wealth Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $153K | Sell |
2,181
-6
| -0.3% | -$421 | 0.02% | 127 |
|
|
2021
Q4 | $147K | Buy |
2,187
+39
| +2% | +$2.62K | 0.02% | 135 |
|
|
2021
Q3 | $128K | Buy |
2,148
+18
| +0.8% | +$1.07K | 0.02% | 141 |
|
|
2021
Q2 | $130K | Buy |
2,130
+18
| +0.9% | +$1.1K | 0.02% | 139 |
|
|
2021
Q1 | $130K | Buy |
2,112
+18
| +0.9% | +$1.11K | 0.02% | 111 |
|
|
2020
Q4 | $123K | Buy |
2,094
+18
| +0.9% | +$1.06K | 0.02% | 110 |
|
|
2020
Q3 | $128K | Buy |
2,076
+15
| +0.7% | +$925 | 0.02% | 101 |
|
|
2020
Q2 | $127K | Buy |
2,061
+17
| +0.8% | +$1.05K | 0.02% | 92 |
|
|
2020
Q1 | $108K | Buy |
2,044
+6
| +0.3% | +$317 | 0.02% | 89 |
|
|
2019
Q4 | $109K | Buy |
2,038
+32
| +2% | +$1.71K | 0.02% | 115 |
|
|
2019
Q3 | $111K | Buy |
2,006
+18
| +0.9% | +$996 | 0.02% | 108 |
|
|
2019
Q2 | $104K | Sell |
1,988
-170
| -8% | -$8.89K | 0.02% | 109 |
|
|
2019
Q1 | $112K | Buy |
2,158
+211
| +11% | +$11K | 0.02% | 100 |
|
|
2018
Q4 | $76K | Buy |
1,947
+21
| +1% | +$820 | 0.02% | 107 |
|
|
2018
Q3 | $83K | Buy |
1,926
+21
| +1% | +$905 | 0.02% | 109 |
|
|
2018
Q2 | $84K | Buy |
1,905
+22
| +1% | +$970 | 0.02% | 96 |
|
|
2018
Q1 | $85K | Buy |
1,883
+16
| +0.9% | +$722 | 0.02% | 114 |
|
|
2017
Q4 | $111K | Buy |
1,867
+17
| +0.9% | +$1.01K | 0.03% | 66 |
|
|
2017
Q3 | $96K | Buy |
1,850
+17
| +0.9% | +$882 | 0.03% | 40 |
|
|
2017
Q2 | $102K | Buy |
1,833
+15
| +0.8% | +$835 | 0.03% | 35 |
|
|
2017
Q1 | $107K | Buy |
1,818
+14
| +0.8% | +$824 | 0.03% | 34 |
|
|
2016
Q4 | $111K | Buy |
1,804
+14
| +0.8% | +$861 | 0.04% | 36 |
|
|
2016
Q3 | $114K | Buy |
1,790
+12
| +0.7% | +$764 | 0.03% | 48 |
|
|
2016
Q2 | $127K | Buy |
1,778
+13
| +0.7% | +$929 | 0.04% | 48 |
|
|
2016
Q1 | $112K | Buy |
1,765
+14
| +0.8% | +$888 | 0.03% | 54 |
|
|
2015
Q4 | $101K | Buy |
1,751
+13
| +0.7% | +$750 | 0.03% | 51 |
|
|
2015
Q3 | $98K | Buy |
1,738
+13
| +0.8% | +$733 | 0.03% | 47 |
|
|
2015
Q2 | $96K | Buy |
1,725
+14
| +0.8% | +$779 | 0.04% | 44 |
|
|
2015
Q1 | $97K | Buy |
1,711
+13
| +0.8% | +$737 | 0.04% | 47 |
|
|
2014
Q4 | $91K | Buy |
1,698
+13
| +0.8% | +$697 | 0.04% | 52 |
|
|
2014
Q3 | $85K | Buy |
1,685
+13
| +0.8% | +$656 | 0.04% | 53 |
|
|
2014
Q2 | $89K | Buy |
1,672
+13
| +0.8% | +$692 | 0.04% | 42 |
|
|
2014
Q1 | $86K | Buy |
1,659
+1,379
| +493% | +$71.5K | 0.05% | 39 |
|
|
2013
Q4 | $14K | Buy |
280
+161
| +135% | +$8.05K | 0.01% | 140 |
|
|
2013
Q3 | $6K | Buy |
119
+50
| +72% | +$2.52K | 0.01% | 146 |
|
|
2013
Q2 | $3K | Buy |
+69
| New | +$3K | ﹤0.01% | 215 |
|