MCIA
Mountain Capital Investment Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-23,249
| Closed | -$1.8M | – | 63 |
|
|
2023
Q2 | $1.8M | Sell |
23,249
-7,042
| -23% | -$544K | 0.68% | 21 |
|
|
2023
Q1 | $2.63M | Sell |
30,291
-2,297
| -7% | -$200K | 1.16% | 15 |
|
|
2022
Q4 | $2.74M | Buy |
32,588
+6,890
| +27% | +$579K | 1.25% | 16 |
|
|
2022
Q3 | $2.01M | Sell |
25,698
-493
| -2% | -$38.5K | 1.05% | 20 |
|
|
2022
Q2 | $1.98M | Buy |
26,191
+2,236
| +9% | +$169K | 0.99% | 20 |
|
|
2022
Q1 | $1.69M | Sell |
23,955
-1,397
| -6% | -$98.5K | 0.8% | 40 |
|
|
2021
Q4 | $1.74M | Buy |
25,352
+6,017
| +31% | +$412K | 0.79% | 35 |
|
|
2021
Q3 | $1.19M | Buy |
19,335
+926
| +5% | +$56.9K | 0.63% | 57 |
|
|
2021
Q2 | $1.1M | Sell |
18,409
-2,830
| -13% | -$169K | 0.51% | 62 |
|
|
2021
Q1 | $1.29M | Buy |
21,239
+2,581
| +14% | +$157K | 0.65% | 48 |
|
|
2020
Q4 | $1.04M | Sell |
18,658
-3,813
| -17% | -$212K | 0.63% | 48 |
|
|
2020
Q3 | $1.4M | Buy |
+22,471
| New | +$1.4M | 0.9% | 35 |
|
|
2017
Q4 | – | Sell |
-829
| Closed | -$43K | – | 176 |
|
|
2017
Q3 | $43K | Sell |
829
-40
| -5% | -$2.08K | 0.04% | 128 |
|
|
2017
Q2 | $48K | Buy |
+869
| New | +$48K | 0.05% | 136 |
|