WealthPLAN 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 |
-33
| Closed | -$2.53K | – | 620 |
|
|
2023
Q2 | $2.53K | Buy |
+33
| New | +$2.53K | ﹤0.01% | 1041 |
|
|
2018
Q1 | – | Sell |
-3,410
| Closed | -$202K | – | 268 |
|
|
2017
Q4 | $202K | Buy |
+3,410
| New | +$202K | 0.05% | 206 |
|
|
2017
Q2 | – | Sell |
-69
| Closed | -$4.02K | – | 274 |
|
|
2017
Q1 | $4.02K | Buy |
+69
| New | +$4.02K | 0.01% | 367 |
|
|
2016
Q3 | $59.3K | Sell |
940
-737
| -44% | -$46.5K | 0.02% | 306 |
|
|
2016
Q2 | $67.9K | Buy |
+1,677
| New | +$67.9K | 0.01% | 767 |
|
|
2015
Q4 | $47.3K | Buy |
+2,006
| New | +$47.3K | 0.01% | 641 |
|
|
2015
Q2 | $5K | Buy |
+88
| New | +$5K | ﹤0.01% | 343 |
|