PA
Perennial Advisors’s General Mills GIS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-1,632
| Closed | -$99K | – | 149 |
|
2021
Q2 | $99K | Hold |
1,632
| – | – | 0.03% | 110 |
|
2021
Q1 | $100K | Hold |
1,632
| – | – | 0.03% | 106 |
|
2020
Q4 | $96K | Buy |
+1,632
| New | +$96K | 0.03% | 102 |
|
2020
Q3 | – | Sell |
-1,626
| Closed | -$100K | – | 128 |
|
2020
Q2 | $100K | Sell |
1,626
-3,482
| -68% | -$214K | 0.04% | 93 |
|
2020
Q1 | $270K | Buy |
+5,108
| New | +$270K | 0.15% | 71 |
|
2017
Q1 | – | Sell |
-2,675
| Closed | -$165K | – | 188 |
|
2016
Q4 | $165K | Buy |
+2,675
| New | +$165K | 0.14% | 76 |
|