SPWG
Sage Private Wealth Group’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-313
| Closed | -$24K | – | 99 |
|
|
2022
Q3 | $24K | Hold |
313
| – | – | 0.03% | 104 |
|
|
2022
Q2 | $24K | Hold |
313
| – | – | 0.03% | 107 |
|
|
2022
Q1 | $21K | Hold |
313
| – | – | 0.02% | 117 |
|
|
2021
Q4 | $21K | Hold |
313
| – | – | 0.03% | 116 |
|
|
2021
Q3 | $19K | Hold |
313
| – | – | 0.03% | 120 |
|
|
2021
Q2 | $19K | Sell |
313
-1,720
| -85% | -$104K | 0.03% | 113 |
|
|
2021
Q1 | $125K | Buy |
2,033
+59
| +3% | +$3.63K | 0.22% | 61 |
|
|
2020
Q4 | $116K | Buy |
+1,974
| New | +$116K | 0.32% | 56 |
|