RFA
Resurgent Financial Advisors’s General Mills GIS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-844
| Closed | -$55K | – | 294 |
|
2023
Q4 | $55K | Sell |
844
-245
| -22% | -$16K | 0.03% | 317 |
|
2023
Q3 | $69.7K | Sell |
1,089
-86
| -7% | -$5.5K | 0.05% | 278 |
|
2023
Q2 | $90.1K | Sell |
1,175
-17
| -1% | -$1.3K | 0.06% | 246 |
|
2023
Q1 | $102K | Buy |
1,192
+118
| +11% | +$10.1K | 0.07% | 227 |
|
2022
Q4 | $90.1K | Buy |
+1,074
| New | +$90.1K | 0.05% | 318 |
|