Partnervest Advisory Services’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-10,204
| Closed | -$397K | – | 242 |
|
|
2018
Q4 | $397K | Buy |
10,204
+222
| +2% | +$8.64K | 0.19% | 106 |
|
|
2018
Q3 | $428K | Buy |
9,982
+65
| +0.7% | +$2.79K | 0.17% | 127 |
|
|
2018
Q2 | $439K | Sell |
9,917
-2,730
| -22% | -$121K | 0.2% | 104 |
|
|
2018
Q1 | $570K | Buy |
12,647
+1,178
| +10% | +$53.1K | 0.27% | 81 |
|
|
2017
Q4 | $680K | Buy |
11,469
+71
| +0.6% | +$4.21K | 0.33% | 69 |
|
|
2017
Q3 | $590K | Buy |
11,398
+174
| +2% | +$9.01K | 0.29% | 74 |
|
|
2017
Q2 | $622K | Buy |
+11,224
| New | +$622K | 0.28% | 77 |
|
|
2014
Q3 | – | Sell |
-450
| Closed | -$24K | – | 397 |
|
|
2014
Q2 | $24K | Buy |
450
+100
| +29% | +$5.33K | 0.01% | 494 |
|
|
2014
Q1 | $18K | Buy |
350
+50
| +17% | +$2.57K | 0.01% | 521 |
|
|
2013
Q4 | $15K | Hold |
300
| – | – | 0.01% | 539 |
|
|
2013
Q3 | $14K | Buy |
300
+100
| +50% | +$4.67K | 0.01% | 564 |
|
|
2013
Q2 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 600 |
|