Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $113K | Hold |
1,840
| – | – | 0.03% | 189 |
|
|
2020
Q1 | $97K | Hold |
1,840
| – | – | 0.03% | 194 |
|
|
2019
Q4 | $99K | Hold |
1,840
| – | – | 0.03% | 220 |
|
|
2019
Q3 | $101K | Hold |
1,840
| – | – | 0.03% | 209 |
|
|
2019
Q2 | $96K | Hold |
1,840
| – | – | 0.03% | 193 |
|
|
2019
Q1 | $95K | Hold |
1,840
| – | – | 0.03% | 184 |
|
|
2018
Q4 | $72K | Sell |
1,840
-30
| -2% | -$1.17K | 0.02% | 186 |
|
|
2018
Q3 | $80K | Sell |
1,870
-125
| -6% | -$5.35K | 0.02% | 208 |
|
|
2018
Q2 | $88K | Sell |
1,995
-1,281
| -39% | -$56.5K | 0.03% | 177 |
|
|
2018
Q1 | $147K | Buy |
3,276
+10
| +0.3% | +$449 | 0.05% | 148 |
|
|
2017
Q4 | $194K | Buy |
3,266
+13
| +0.4% | +$772 | 0.06% | 135 |
|
|
2017
Q3 | $168K | Buy |
3,253
+11
| +0.3% | +$568 | 0.06% | 140 |
|
|
2017
Q2 | $180K | Buy |
3,242
+11
| +0.3% | +$611 | 0.07% | 130 |
|
|
2017
Q1 | $191K | Buy |
3,231
+10
| +0.3% | +$591 | 0.14% | 40 |
|
|
2016
Q4 | $199K | Buy |
3,221
+1,974
| +158% | +$122K | 0.15% | 29 |
|
|
2016
Q3 | $80K | Sell |
1,247
-1,831
| -59% | -$117K | 0.06% | 69 |
|
|
2016
Q2 | $220K | Buy |
3,078
+9
| +0.3% | +$643 | 0.16% | 28 |
|
|
2016
Q1 | $194K | Buy |
3,069
+1,849
| +152% | +$117K | 0.13% | 33 |
|
|
2015
Q4 | $70K | Buy |
+1,220
| New | +$70K | 0.05% | 91 |
|