Liberty 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-1,139
| Closed | -$70K | – | 532 |
|
2021
Q3 | $70K | Buy |
1,139
+577
| +103% | +$35.5K | 0.03% | 356 |
|
2021
Q2 | $34K | Sell |
562
-255
| -31% | -$15.4K | 0.01% | 398 |
|
2021
Q1 | $47K | Hold |
817
| – | – | 0.02% | 289 |
|
2020
Q4 | $47K | Buy |
817
+561
| +219% | +$32.3K | 0.02% | 286 |
|
2020
Q3 | $16K | Buy |
256
+2
| +0.8% | +$125 | 0.01% | 436 |
|
2020
Q2 | $16K | Sell |
254
-63
| -20% | -$3.97K | 0.01% | 415 |
|
2020
Q1 | $17K | Sell |
317
-16
| -5% | -$858 | 0.01% | 383 |
|
2019
Q4 | $18K | Sell |
333
-752
| -69% | -$40.6K | 0.01% | 427 |
|
2019
Q3 | $60K | Sell |
1,085
-255
| -19% | -$14.1K | 0.06% | 201 |
|
2019
Q2 | $70K | Sell |
1,340
-250
| -16% | -$13.1K | 0.06% | 204 |
|
2019
Q1 | $82K | Buy |
1,590
+95
| +6% | +$4.9K | 0.06% | 161 |
|
2018
Q4 | $58K | Buy |
+1,495
| New | +$58K | 0.04% | 174 |
|