Winthrop Partners - WNY’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $168K | Sell |
3,050
-750
| -20% | -$41.3K | 0.11% | 119 |
|
|
2019
Q2 | $200K | Hold |
3,800
| – | – | 0.15% | 102 |
|
|
2019
Q1 | $194K | Sell |
3,800
-2,250
| -37% | -$115K | 0.15% | 96 |
|
|
2018
Q4 | $236K | Hold |
6,050
| – | – | 0.22% | 87 |
|
|
2018
Q3 | $260K | Sell |
6,050
-720
| -11% | -$30.9K | 0.21% | 95 |
|
|
2018
Q2 | $300K | Sell |
6,770
-5,000
| -42% | -$221K | 0.25% | 91 |
|
|
2018
Q1 | $529K | Hold |
11,770
| – | – | 0.41% | 66 |
|
|
2017
Q4 | $606K | Buy |
+11,770
| New | +$606K | 0.49% | 64 |
|