PWP
Personal Wealth Partners’s General Mills GIS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-29
| Closed | -$2K | – | 198 |
|
2021
Q2 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 381 |
|
2020
Q1 | – | Sell |
-63
| Closed | -$3K | – | 266 |
|
2019
Q4 | $3K | Hold |
63
| – | – | ﹤0.01% | 314 |
|
2019
Q3 | $3K | Buy |
63
+29
| +85% | +$1.38K | ﹤0.01% | 317 |
|
2019
Q2 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 277 |
|