Tower Wealth Partners’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 |
-2,857
| Closed | -$219K | – | 50 |
|
2023
Q2 | $219K | Sell |
2,857
-850
| -23% | -$65.2K | 0.18% | 49 |
|
2023
Q1 | $317K | Buy |
3,707
+15
| +0.4% | +$1.28K | 0.26% | 43 |
|
2022
Q4 | $310K | Sell |
3,692
-8
| -0.2% | -$671 | 0.27% | 39 |
|
2022
Q3 | $302K | Buy |
+3,700
| New | +$302K | 0.29% | 40 |
|