Rowland Carmichael Advisors’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-13,119
| Closed | -$778K | – | 315 |
|
2017
Q4 | $778K | Sell |
13,119
-115
| -0.9% | -$6.82K | 0.4% | 76 |
|
2017
Q3 | $685K | Buy |
13,234
+344
| +3% | +$17.8K | 0.38% | 81 |
|
2017
Q2 | $714K | Buy |
12,890
+1,241
| +11% | +$68.7K | 0.41% | 78 |
|
2017
Q1 | $687K | Sell |
11,649
-1,772
| -13% | -$105K | 0.42% | 80 |
|
2016
Q4 | $829K | Sell |
13,421
-144
| -1% | -$8.9K | 0.49% | 70 |
|
2016
Q3 | $867K | Sell |
13,565
-198
| -1% | -$12.7K | 0.55% | 65 |
|
2016
Q2 | $982K | Buy |
13,763
+2,550
| +23% | +$182K | 0.62% | 48 |
|
2016
Q1 | $710K | Buy |
+11,213
| New | +$710K | 0.66% | 52 |
|