TLFA
True Link Financial Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,271
| Closed | -$251K | – | 107 |
|
|
2023
Q2 | $251K | Sell |
3,271
-137
| -4% | -$10.5K | 0.03% | 105 |
|
|
2023
Q1 | $291K | Hold |
3,408
| – | – | 0.04% | 107 |
|
|
2022
Q4 | $286K | Sell |
3,408
-35
| -1% | -$2.94K | 0.04% | 106 |
|
|
2022
Q3 | $264K | Buy |
3,443
+417
| +14% | +$32K | 0.04% | 117 |
|
|
2022
Q2 | $228K | Hold |
3,026
| – | – | 0.03% | 115 |
|
|
2022
Q1 | $205K | Buy |
3,026
+2,975
| +5,833% | +$202K | 0.03% | 124 |
|
|
2021
Q4 | $3K | Sell |
51
-44
| -46% | -$2.59K | ﹤0.01% | 709 |
|
|
2021
Q3 | $6K | Hold |
95
| – | – | ﹤0.01% | 657 |
|
|
2021
Q2 | $6K | Buy |
95
+44
| +86% | +$2.78K | ﹤0.01% | 589 |
|
|
2021
Q1 | $3K | Hold |
51
| – | – | ﹤0.01% | 667 |
|
|
2020
Q4 | $3K | Buy |
+51
| New | +$3K | ﹤0.01% | 673 |
|