LFASL
Lugano Financial Advisors SA (LFA)’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,295
| Closed | -$231K | – | 177 |
|
|
2024
Q1 | $231K | Buy |
3,295
+1,570
| +91% | +$110K | 0.17% | 61 |
|
|
2023
Q4 | $112K | Sell |
1,725
-1,570
| -48% | -$102K | 0.09% | 83 |
|
|
2023
Q3 | $211K | Buy |
3,295
+1,575
| +92% | +$101K | 0.18% | 53 |
|
|
2023
Q2 | $132K | Buy |
+1,720
| New | +$132K | 0.09% | 89 |
|
|
2021
Q1 | – | Sell |
-4,052
| Closed | -$238K | – | 108 |
|
|
2020
Q4 | $238K | Hold |
4,052
| – | – | 0.18% | 56 |
|
|
2020
Q3 | $259K | Hold |
4,052
| – | – | 0.24% | 55 |
|
|
2020
Q2 | $247K | Hold |
4,052
| – | – | 0.26% | 53 |
|
|
2020
Q1 | $212K | Hold |
4,052
| – | – | 0.19% | 67 |
|
|
2019
Q4 | $217K | Buy |
+4,052
| New | +$217K | 0.16% | 69 |
|
|
2019
Q2 | $222K | Buy |
4,227
+175
| +4% | +$9.19K | 0.14% | 65 |
|
|
2019
Q1 | $209K | Hold |
4,052
| – | – | 0.13% | 68 |
|
|
2018
Q4 | $174K | Hold |
4,052
| – | – | 0.12% | 90 |
|
|
2018
Q3 | $174K | Hold |
4,052
| – | – | 0.12% | 90 |
|
|
2018
Q2 | $178K | Buy |
+4,052
| New | +$178K | 0.17% | 68 |
|