MPS Loria Financial Planners’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-532
| Closed | -$32K | – | 292 |
|
|
2021
Q1 | $32K | Sell |
532
-725
| -58% | -$43.6K | 0.01% | 201 |
|
|
2020
Q4 | $74K | Buy |
1,257
+54
| +4% | +$3.18K | 0.03% | 136 |
|
|
2020
Q3 | $74K | Hold |
1,203
| – | – | 0.04% | 118 |
|
|
2020
Q2 | $74K | Buy |
+1,203
| New | +$74K | 0.04% | 121 |
|
|
2017
Q3 | – | Sell |
-1,721
| Closed | -$99K | – | 182 |
|
|
2017
Q2 | $99K | Buy |
+1,721
| New | +$99K | 0.07% | 113 |
|