McKinley Carter Wealth Services’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-385
| Closed | -$17K | – | 249 |
|
|
2018
Q1 | $17K | Sell |
385
-3,515
| -90% | -$155K | 0.01% | 341 |
|
|
2017
Q4 | $231K | Sell |
3,900
-625
| -14% | -$37K | 0.08% | 143 |
|
|
2017
Q3 | $234K | Buy |
4,525
+4
| +0.1% | +$207 | 0.09% | 133 |
|
|
2017
Q2 | $250K | Buy |
4,521
+125
| +3% | +$6.91K | 0.11% | 115 |
|
|
2017
Q1 | $259K | Buy |
4,396
+53
| +1% | +$3.12K | 0.12% | 109 |
|
|
2016
Q4 | $268K | Buy |
4,343
+503
| +13% | +$31K | 0.14% | 101 |
|
|
2016
Q3 | $245K | Buy |
3,840
+3
| +0.1% | +$191 | 0.13% | 108 |
|
|
2016
Q2 | $274K | Buy |
3,837
+3
| +0.1% | +$214 | 0.14% | 102 |
|
|
2016
Q1 | $243K | Buy |
3,834
+188
| +5% | +$11.9K | 0.13% | 110 |
|
|
2015
Q4 | $210K | Buy |
3,646
+2
| +0.1% | +$115 | 0.12% | 109 |
|
|
2015
Q3 | $205K | Sell |
3,644
-15
| -0.4% | -$844 | 0.13% | 105 |
|
|
2015
Q2 | $204K | Buy |
+3,659
| New | +$204K | 0.11% | 118 |
|