RFWA
RPg Family Wealth Advisory’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,077
| Closed | -$48.5K | – | 262 |
|
|
2018
Q1 | $48.5K | Sell |
1,077
-374
| -26% | -$16.9K | 0.04% | 119 |
|
|
2017
Q4 | $86K | Sell |
1,451
-300
| -17% | -$17.8K | 0.07% | 74 |
|
|
2017
Q3 | $90.6K | Buy |
1,751
+372
| +27% | +$19.3K | 0.07% | 82 |
|
|
2017
Q2 | $76.4K | Buy |
1,379
+546
| +66% | +$30.2K | 0.07% | 99 |
|
|
2017
Q1 | $49.2K | Buy |
+833
| New | +$49.2K | 0.04% | 125 |
|