OAM
Optimal Asset Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $4.77M | Buy |
79,714
+185
| +0.2% | +$11.1K | 0.6% | 38 |
|
|
2021
Q2 | $4.85M | Hold |
79,529
| – | – | 0.57% | 44 |
|
|
2021
Q1 | $4.88M | Buy |
79,529
+36,701
| +86% | +$2.25M | 0.63% | 36 |
|
|
2020
Q4 | $2.52M | Buy |
42,828
+39
| +0.1% | +$2.29K | 0.36% | 87 |
|
|
2020
Q3 | $2.64M | Buy |
42,789
+14,101
| +49% | +$870K | 0.38% | 78 |
|
|
2020
Q2 | $1.77M | Sell |
28,688
-7,141
| -20% | -$440K | 0.29% | 127 |
|
|
2020
Q1 | $1.89K | Buy |
35,829
+14,627
| +69% | +$772 | 0.18% | 196 |
|
|
2019
Q4 | $1.14M | Buy |
+21,202
| New | +$1.14M | 0.17% | 218 |
|