ROI 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,870
| Closed | -$212K | – | 64 |
|
|
2024
Q3 | $212K | Sell |
2,870
-2,011
| -41% | -$149K | 0.15% | 61 |
|
|
2024
Q2 | $312K | Sell |
4,881
-1,275
| -21% | -$81.5K | 0.23% | 50 |
|
|
2024
Q1 | $431K | Sell |
6,156
-3,204
| -34% | -$224K | 0.34% | 45 |
|
|
2023
Q4 | $610K | Buy |
+9,360
| New | +$610K | 0.5% | 40 |
|