BWM
Biltmore Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-6,227
| Closed | -$281K | – | 39 |
|
|
2018
Q1 | $281K | Buy |
6,227
+14
| +0.2% | +$632 | 0.27% | 33 |
|
|
2017
Q4 | $368K | Sell |
6,213
-48
| -0.8% | -$2.84K | 0.33% | 29 |
|
|
2017
Q3 | $324K | Sell |
6,261
-4,851
| -44% | -$251K | 0.34% | 31 |
|
|
2017
Q2 | $616K | Buy |
11,112
+340
| +3% | +$18.8K | 0.69% | 24 |
|
|
2017
Q1 | $636K | Sell |
10,772
-148
| -1% | -$8.74K | 0.59% | 20 |
|
|
2016
Q4 | $675K | Hold |
10,920
| – | – | 0.63% | 13 |
|
|
2016
Q3 | $698K | Sell |
10,920
-345
| -3% | -$22.1K | 0.62% | 13 |
|
|
2016
Q2 | $803K | Buy |
+11,265
| New | +$803K | 0.68% | 12 |
|