Peak Financial Advisors’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,433
| Closed | -$220K | – | 72 |
|
|
2023
Q3 | $220K | Buy |
+3,433
| New | +$220K | 0.24% | 47 |
|
|
2023
Q1 | – | Sell |
-5,332
| Closed | -$447K | – | 66 |
|
|
2022
Q4 | $447K | Buy |
5,332
+688
| +15% | +$57.7K | 0.41% | 38 |
|
|
2022
Q3 | $356K | Sell |
4,644
-3,226
| -41% | -$247K | 0.44% | 38 |
|
|
2022
Q2 | $594K | Buy |
7,870
+115
| +1% | +$8.68K | 0.59% | 38 |
|
|
2022
Q1 | $525K | Buy |
+7,755
| New | +$525K | 0.45% | 51 |
|