Peloton Wealth Strategists’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-17,500
| Closed | -$933K | – | 76 |
|
|
2014
Q4 | $933K | Sell |
17,500
-1,600
| -8% | -$85.3K | 0.71% | 56 |
|
|
2014
Q3 | $964K | Buy |
+19,100
| New | +$964K | 0.76% | 54 |
|
|
2014
Q2 | – | Sell |
-51,100
| Closed | -$2.65M | – | 82 |
|
|
2014
Q1 | $2.65M | Buy |
51,100
+1,600
| +3% | +$82.9K | 2.17% | 13 |
|
|
2013
Q4 | $2.47M | Sell |
49,500
-1,700
| -3% | -$84.9K | 2% | 18 |
|
|
2013
Q3 | $2.45M | Hold |
51,200
| – | – | 2.06% | 16 |
|
|
2013
Q2 | $2.49M | Buy |
+51,200
| New | +$2.49M | 2.24% | 9 |
|