Patriot Wealth Management’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-60,647
| Closed | -$3.36M | – | 78 |
|
|
2017
Q2 | $3.36M | Buy |
60,647
+2,008
| +3% | +$111K | 0.56% | 59 |
|
|
2017
Q1 | $3.46M | Buy |
+58,639
| New | +$3.46M | 0.55% | 56 |
|
|
2016
Q3 | – | Sell |
-112,877
| Closed | -$8.05M | – | 70 |
|
|
2016
Q2 | $8.05M | Buy |
112,877
+3,008
| +3% | +$215K | 1.59% | 15 |
|
|
2016
Q1 | $6.96M | Buy |
109,869
+36,129
| +49% | +$2.29M | 1.41% | 22 |
|
|
2015
Q4 | $4.25M | Buy |
73,740
+396
| +0.5% | +$22.8K | 0.88% | 43 |
|
|
2015
Q3 | $4.12M | Buy |
73,344
+2,446
| +3% | +$137K | 0.95% | 40 |
|
|
2015
Q2 | $3.95M | Buy |
+70,898
| New | +$3.95M | 0.88% | 48 |
|