Wealthstreet Investment Advisors’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,300
| Closed | -$325K | – | 183 |
|
|
2021
Q1 | $325K | Sell |
5,300
-400
| -7% | -$24.5K | 0.03% | 305 |
|
|
2020
Q4 | $335K | Hold |
5,700
| – | – | 0.03% | 289 |
|
|
2020
Q3 | $352K | Hold |
5,700
| – | – | 0.04% | 264 |
|
|
2020
Q2 | $351K | Sell |
5,700
-150
| -3% | -$9.24K | 0.04% | 254 |
|
|
2020
Q1 | $309K | Sell |
5,850
-50
| -0.8% | -$2.64K | 0.05% | 242 |
|
|
2019
Q4 | $316K | Sell |
5,900
-150
| -2% | -$8.03K | 0.04% | 283 |
|
|
2019
Q3 | $305K | Hold |
6,050
| – | – | 0.04% | 274 |
|
|
2019
Q2 | $318K | Hold |
6,050
| – | – | 0.04% | 273 |
|
|
2019
Q1 | $313K | Hold |
6,050
| – | – | 0.04% | 274 |
|
|
2018
Q4 | $263K | Sell |
6,050
-1,200
| -17% | -$52.2K | 0.04% | 279 |
|
|
2018
Q3 | $312K | Sell |
7,250
-800
| -10% | -$34.4K | 0.04% | 288 |
|
|
2018
Q2 | $356K | Sell |
8,050
-100
| -1% | -$4.42K | 0.05% | 267 |
|
|
2018
Q1 | $367K | Buy |
8,150
+990
| +14% | +$44.6K | 0.05% | 260 |
|
|
2017
Q4 | $425K | Buy |
+7,160
| New | +$425K | 0.05% | 245 |
|