SWM
SVA Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-4,156
| Closed | -$265K | – | 201 |
|
|
2016
Q3 | $265K | Sell |
4,156
-2,712
| -39% | -$173K | 0.04% | 173 |
|
|
2016
Q2 | $490K | Buy |
6,868
+2,301
| +50% | +$164K | 0.08% | 141 |
|
|
2016
Q1 | $289K | Buy |
4,567
+2
| +0% | +$127 | 0.05% | 169 |
|
|
2015
Q4 | $263K | Sell |
4,565
-57
| -1% | -$3.28K | 0.05% | 191 |
|
|
2015
Q3 | $259K | Buy |
4,622
+62
| +1% | +$3.47K | 0.05% | 181 |
|
|
2015
Q2 | $254K | Buy |
4,560
+202
| +5% | +$11.3K | 0.05% | 187 |
|
|
2015
Q1 | $247K | Buy |
4,358
+2
| +0% | +$113 | 0.05% | 191 |
|
|
2014
Q4 | $232K | Buy |
4,356
+316
| +8% | +$16.8K | 0.08% | 164 |
|
|
2014
Q3 | $204K | Buy |
4,040
+3
| +0.1% | +$151 | 0.09% | 152 |
|
|
2014
Q2 | $212K | Buy |
4,037
+132
| +3% | +$6.93K | 0.09% | 153 |
|
|
2014
Q1 | $202K | Buy |
+3,905
| New | +$202K | 0.1% | 148 |
|