MBL Wealth’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,205
| Closed | -$323K | – | 182 |
|
|
2023
Q2 | $323K | Sell |
4,205
-1,082
| -20% | -$83K | 0.05% | 128 |
|
|
2023
Q1 | $452K | Sell |
5,287
-25
| -0.5% | -$2.14K | 0.07% | 103 |
|
|
2022
Q4 | $445K | Buy |
5,312
+1,139
| +27% | +$95.4K | 0.09% | 108 |
|
|
2022
Q3 | $320K | Buy |
4,173
+1,196
| +40% | +$91.7K | 0.07% | 119 |
|
|
2022
Q2 | $225K | Buy |
+2,977
| New | +$225K | 0.06% | 126 |
|