LA
LVW Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-33,235
| Closed | -$1.29M | – | 178 |
|
|
2018
Q4 | $1.29M | Sell |
33,235
-19,228
| -37% | -$749K | 0.44% | 50 |
|
|
2018
Q3 | $2.25M | Sell |
52,463
-3,206
| -6% | -$138K | 0.63% | 39 |
|
|
2018
Q2 | $2.46M | Buy |
55,669
+4,607
| +9% | +$204K | 0.78% | 34 |
|
|
2018
Q1 | $2.3M | Sell |
51,062
-14,188
| -22% | -$639K | 0.71% | 37 |
|
|
2017
Q4 | $3.87M | Buy |
65,250
+8,050
| +14% | +$477K | 1.13% | 20 |
|
|
2017
Q3 | $2.96M | Buy |
57,200
+11,809
| +26% | +$611K | 1.18% | 24 |
|
|
2017
Q2 | $2.52M | Buy |
+45,391
| New | +$2.52M | 0.88% | 31 |
|
|
2015
Q1 | – | Sell |
-14,576
| Closed | -$777K | – | 155 |
|
|
2014
Q4 | $777K | Buy |
+14,576
| New | +$777K | 0.43% | 51 |
|