BAM
Bruderman Asset Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,230
| Closed | -$115K | – | 277 |
|
|
2019
Q1 | $115K | Hold |
2,230
| – | – | 0.03% | 177 |
|
|
2018
Q4 | $87K | Buy |
2,230
+300
| +16% | +$11.7K | 0.02% | 193 |
|
|
2018
Q3 | $83K | Hold |
1,930
| – | – | 0.02% | 165 |
|
|
2018
Q2 | $85K | Sell |
1,930
-4,092
| -68% | -$180K | 0.02% | 172 |
|
|
2018
Q1 | $271K | Sell |
6,022
-750
| -11% | -$33.8K | 0.06% | 112 |
|
|
2017
Q4 | $402K | Sell |
6,772
-2,258
| -25% | -$134K | 0.1% | 94 |
|
|
2017
Q3 | $467K | Sell |
9,030
-223
| -2% | -$11.5K | 0.12% | 89 |
|
|
2017
Q2 | $513K | Sell |
9,253
-6,566
| -42% | -$364K | 0.14% | 88 |
|
|
2017
Q1 | $933K | Sell |
15,819
-1,262
| -7% | -$74.4K | 0.27% | 63 |
|
|
2016
Q4 | $1.06M | Sell |
17,081
-849
| -5% | -$52.4K | 0.32% | 65 |
|
|
2016
Q3 | $1.15M | Sell |
17,930
-1,318
| -7% | -$84.2K | 0.34% | 58 |
|
|
2016
Q2 | $1.37M | Buy |
19,248
+135
| +0.7% | +$9.63K | 0.43% | 50 |
|
|
2016
Q1 | $1.21M | Buy |
19,113
+6,667
| +54% | +$422K | 0.42% | 53 |
|
|
2015
Q4 | $718K | Sell |
12,446
-5,826
| -32% | -$336K | 0.27% | 63 |
|
|
2015
Q3 | $1.03M | Sell |
18,272
-1,280
| -7% | -$71.9K | 0.4% | 52 |
|
|
2015
Q2 | $1.09M | Sell |
19,552
-2,389
| -11% | -$133K | 0.42% | 51 |
|
|
2015
Q1 | $1.24M | Buy |
+21,941
| New | +$1.24M | 0.48% | 50 |
|