SWM
Selective Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,771
| Closed | -$207K | – | 94 |
|
|
2023
Q2 | $207K | Buy |
+2,771
| New | +$207K | 0.1% | 113 |
|
|
2022
Q4 | $244K | Buy |
3,152
+4
| +0.1% | +$310 | 0.13% | 104 |
|
|
2022
Q3 | $241K | Buy |
3,148
+4
| +0.1% | +$306 | 0.1% | 105 |
|
|
2022
Q2 | $237K | Buy |
3,144
+4
| +0.1% | +$302 | 0.08% | 128 |
|
|
2022
Q1 | $213K | Buy |
3,140
+4
| +0.1% | +$271 | 0.08% | 129 |
|
|
2021
Q4 | $211K | Buy |
3,136
+4
| +0.1% | +$269 | 0.09% | 117 |
|
|
2021
Q3 | $187K | Buy |
3,132
+4
| +0.1% | +$239 | 0.1% | 114 |
|
|
2021
Q2 | $191K | Buy |
3,128
+105
| +3% | +$6.41K | 0.15% | 72 |
|
|
2021
Q1 | $185K | Sell |
3,023
-23
| -0.8% | -$1.41K | 0.17% | 57 |
|
|
2020
Q4 | $179K | Buy |
3,046
+113
| +4% | +$6.64K | 0.12% | 64 |
|
|
2020
Q3 | $181K | Sell |
2,933
-350
| -11% | -$21.6K | 0.14% | 52 |
|
|
2020
Q2 | $202K | Buy |
3,283
+4
| +0.1% | +$246 | 0.17% | 45 |
|
|
2020
Q1 | $173K | Buy |
3,279
+5
| +0.2% | +$264 | 0.27% | 22 |
|
|
2019
Q4 | $175K | Buy |
3,274
+4
| +0.1% | +$214 | 0.21% | 34 |
|
|
2019
Q3 | $180K | Buy |
+3,270
| New | +$180K | 0.25% | 37 |
|
|
2018
Q3 | $139K | Buy |
+3,247
| New | +$139K | 1.66% | 20 |
|