Level Financial Advisors’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-630
| Closed | -$41K | – | 144 |
|
|
2023
Q4 | $41K | Hold |
630
| – | – | 0.02% | 129 |
|
|
2023
Q3 | $40.3K | Hold |
630
| – | – | 0.02% | 121 |
|
|
2023
Q2 | $48.3K | Hold |
630
| – | – | 0.03% | 110 |
|
|
2023
Q1 | $53.8K | Hold |
630
| – | – | 0.03% | 95 |
|
|
2022
Q4 | $53K | Hold |
630
| – | – | 0.03% | 91 |
|
|
2022
Q3 | $48K | Hold |
630
| – | – | 0.04% | 96 |
|
|
2022
Q2 | $48K | Hold |
630
| – | – | 0.04% | 101 |
|
|
2022
Q1 | $43K | Buy |
+630
| New | +$43K | 0.03% | 100 |
|