VWM
Vector Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $207K | Sell |
3,343
-615
| -16% | -$38.1K | 0.15% | 77 |
|
|
2016
Q3 | $253K | Buy |
3,958
+7
| +0.2% | +$447 | 0.17% | 70 |
|
|
2016
Q2 | $282K | Sell |
3,951
-1,047
| -21% | -$74.7K | 0.19% | 63 |
|
|
2016
Q1 | $316K | Buy |
4,998
+83
| +2% | +$5.25K | 0.23% | 53 |
|
|
2015
Q4 | $284K | Hold |
4,915
| – | – | 0.22% | 62 |
|
|
2015
Q3 | $284K | Sell |
4,915
-421
| -8% | -$24.3K | 0.22% | 61 |
|
|
2015
Q2 | $298K | Buy |
5,336
+59
| +1% | +$3.3K | 0.24% | 51 |
|
|
2015
Q1 | $299K | Buy |
5,277
+121
| +2% | +$6.86K | 0.24% | 49 |
|
|
2014
Q4 | $275K | Sell |
5,156
-485
| -9% | -$25.9K | 0.21% | 54 |
|
|
2014
Q3 | $285K | Sell |
5,641
-58
| -1% | -$2.93K | 0.21% | 42 |
|
|
2014
Q2 | $299K | Sell |
5,699
-289
| -5% | -$15.2K | 0.22% | 36 |
|
|
2014
Q1 | $310K | Buy |
5,988
+684
| +13% | +$35.4K | 0.22% | 33 |
|
|
2013
Q4 | $265K | Sell |
5,304
-196
| -4% | -$9.79K | 0.19% | 43 |
|
|
2013
Q3 | $264K | Buy |
5,500
+5
| +0.1% | +$240 | 0.19% | 46 |
|
|
2013
Q2 | $267K | Buy |
+5,495
| New | +$267K | 0.2% | 46 |
|