Wealthfront’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | $607K | Buy |
+14,134
| New | +$607K | 0.01% | 351 |
|
2018
Q1 | – | Sell |
-4,694
| Closed | -$278K | – | 511 |
|
2017
Q4 | $278K | Buy |
+4,694
| New | +$278K | ﹤0.01% | 442 |
|
2017
Q3 | – | Sell |
-6,891
| Closed | -$382K | – | 502 |
|
2017
Q2 | $382K | Sell |
6,891
-1,247
| -15% | -$69.1K | 0.01% | 336 |
|
2017
Q1 | $480K | Sell |
8,138
-2,750
| -25% | -$162K | 0.01% | 234 |
|
2016
Q4 | $673K | Buy |
10,888
+581
| +6% | +$35.9K | 0.01% | 152 |
|
2016
Q3 | $658K | Buy |
10,307
+1,333
| +15% | +$85.1K | 0.02% | 152 |
|
2016
Q2 | $640K | Buy |
8,974
+474
| +6% | +$33.8K | 0.02% | 137 |
|
2016
Q1 | $538K | Buy |
8,500
+1,014
| +14% | +$64.2K | 0.02% | 144 |
|
2015
Q4 | $432K | Sell |
7,486
-493
| -6% | -$28.5K | 0.02% | 161 |
|
2015
Q3 | $448K | Buy |
7,979
+1,723
| +28% | +$96.7K | 0.02% | 147 |
|
2015
Q2 | $349K | Buy |
6,256
+1,303
| +26% | +$72.7K | 0.01% | 165 |
|
2015
Q1 | $280K | Buy |
4,953
+2,326
| +89% | +$131K | 0.01% | 175 |
|
2014
Q4 | $140K | Buy |
2,627
+98
| +4% | +$5.22K | 0.01% | 292 |
|
2014
Q3 | $128K | Sell |
2,529
-293
| -10% | -$14.8K | 0.01% | 242 |
|
2014
Q2 | $150K | Buy |
2,822
+773
| +38% | +$41.1K | 0.01% | 142 |
|
2014
Q1 | $106K | Buy |
+2,049
| New | +$106K | 0.01% | 126 |
|