TW
Transform Wealth’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-6,321
| Closed | -$390K | – | 221 |
|
|
2020
Q2 | $390K | Sell |
6,321
-1,275
| -17% | -$78.7K | 0.07% | 162 |
|
|
2020
Q1 | $401K | Buy |
7,596
+300
| +4% | +$15.8K | 0.09% | 157 |
|
|
2019
Q4 | $391K | Sell |
7,296
-750
| -9% | -$40.2K | 0.06% | 171 |
|
|
2019
Q3 | $443K | Sell |
8,046
-400
| -5% | -$22K | 0.08% | 154 |
|
|
2019
Q2 | $444K | Sell |
8,446
-6,200
| -42% | -$326K | 0.07% | 179 |
|
|
2019
Q1 | $758K | Buy |
14,646
+9,200
| +169% | +$476K | 0.14% | 120 |
|
|
2018
Q4 | $212K | Sell |
5,446
-958
| -15% | -$37.3K | 0.04% | 167 |
|
|
2018
Q3 | $275K | Sell |
6,404
-23,506
| -79% | -$1.01M | 0.05% | 167 |
|
|
2018
Q2 | $1.32M | Sell |
29,910
-1,032
| -3% | -$45.7K | 0.24% | 114 |
|
|
2018
Q1 | $1.39M | Buy |
30,942
+1,173
| +4% | +$52.8K | 0.27% | 123 |
|
|
2017
Q4 | $1.77M | Buy |
29,769
+5,165
| +21% | +$306K | 0.33% | 102 |
|
|
2017
Q3 | $1.27M | Sell |
24,604
-274
| -1% | -$14.2K | 0.44% | 84 |
|
|
2017
Q2 | $1.38M | Sell |
24,878
-854
| -3% | -$47.3K | 1.55% | 21 |
|
|
2017
Q1 | $1.52M | Buy |
25,732
+6,335
| +33% | +$374K | 0.57% | 50 |
|
|
2016
Q4 | $1.2M | Buy |
19,397
+1,936
| +11% | +$120K | 0.48% | 65 |
|
|
2016
Q3 | $1.12M | Sell |
17,461
-3,060
| -15% | -$195K | 0.48% | 70 |
|
|
2016
Q2 | $1.46M | Buy |
+20,521
| New | +$1.46M | 0.62% | 49 |
|