Wellesley Investment Partners’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,732
| Closed | -$221K | – | 131 |
|
|
2017
Q4 | $221K | Buy |
+3,732
| New | +$221K | 0.08% | 118 |
|
|
2017
Q3 | – | Sell |
-4,072
| Closed | -$225K | – | 121 |
|
|
2017
Q2 | $225K | Buy |
4,072
+13
| +0.3% | +$718 | 0.09% | 108 |
|
|
2017
Q1 | $239K | Hold |
4,059
| – | – | 0.11% | 98 |
|
|
2016
Q4 | $250K | Buy |
+4,059
| New | +$250K | 0.12% | 94 |
|