Total Clarity Wealth Management’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 |
-3,861
| Closed | -$296K | – | 225 |
|
2023
Q2 | $296K | Buy |
3,861
+84
| +2% | +$6.44K | 0.15% | 152 |
|
2023
Q1 | $323K | Buy |
+3,777
| New | +$323K | 0.18% | 123 |
|
2022
Q3 | – | Sell |
-231
| Closed | -$17K | – | 510 |
|
2022
Q2 | $17K | Buy |
+231
| New | +$17K | 0.01% | 576 |
|
2022
Q1 | – | Sell |
-231
| Closed | -$16K | – | 477 |
|
2021
Q4 | $16K | Buy |
231
+34
| +17% | +$2.36K | 0.01% | 600 |
|
2021
Q3 | $12K | Buy |
+197
| New | +$12K | 0.01% | 632 |
|
2021
Q2 | – | Sell |
-197
| Closed | -$12K | – | 384 |
|
2021
Q1 | $12K | Buy |
+197
| New | +$12K | 0.01% | 525 |
|
2020
Q1 | – | Sell |
-449
| Closed | -$24K | – | 278 |
|
2019
Q4 | $24K | Buy |
+449
| New | +$24K | 0.02% | 368 |
|