Squar Milner Financial Services’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-7,152
| Closed | -$441K | – | 71 |
|
2020
Q2 | $441K | Buy |
7,152
+539
| +8% | +$33.2K | 0.25% | 108 |
|
2020
Q1 | $348K | Buy |
6,613
+6,585
| +23,518% | +$347K | 0.21% | 108 |
|
2019
Q4 | $1K | Sell |
28
-7,237
| -100% | -$258K | ﹤0.01% | 788 |
|
2019
Q3 | $448K | Buy |
7,265
+7,206
| +12,214% | +$444K | 0.23% | 111 |
|
2019
Q2 | $3K | Hold |
59
| – | – | ﹤0.01% | 662 |
|
2019
Q1 | $3K | Hold |
59
| – | – | ﹤0.01% | 722 |
|
2018
Q4 | $2K | Hold |
59
| – | – | ﹤0.01% | 688 |
|
2018
Q3 | $3K | Sell |
59
-300
| -84% | -$15.3K | ﹤0.01% | 683 |
|
2018
Q2 | $16K | Buy |
+359
| New | +$16K | 0.01% | 519 |
|