SteelPeak Wealth’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-4,576
| Closed | -$351K | – | 415 |
|
2023
Q2 | $351K | Buy |
4,576
+1,841
| +67% | +$141K | 0.02% | 290 |
|
2023
Q1 | $234K | Sell |
2,735
-19,960
| -88% | -$1.71M | 0.02% | 320 |
|
2022
Q4 | $1.9M | Sell |
22,695
-1,054
| -4% | -$88.4K | 0.14% | 117 |
|
2022
Q3 | $1.82M | Buy |
+23,749
| New | +$1.82M | 0.14% | 120 |
|
2021
Q2 | – | Sell |
-12,920
| Closed | -$792K | – | 419 |
|
2021
Q1 | $792K | Buy |
+12,920
| New | +$792K | 0.06% | 176 |
|
2020
Q4 | – | Sell |
-7,193
| Closed | -$444K | – | 323 |
|
2020
Q3 | $444K | Buy |
7,193
+407
| +6% | +$25.1K | 0.05% | 178 |
|
2020
Q2 | $418K | Buy |
6,786
+1,510
| +29% | +$93K | 0.05% | 175 |
|
2020
Q1 | $278K | Buy |
5,276
+1,315
| +33% | +$69.3K | 0.04% | 180 |
|
2019
Q4 | $212K | Buy |
+3,961
| New | +$212K | 0.03% | 227 |
|