Catamount Wealth Management’s General Mills GIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,000
| Closed | -$135K | – | 193 |
|
|
2018
Q1 | $135K | Sell |
3,000
-2,366
| -44% | -$106K | 0.07% | 46 |
|
|
2017
Q4 | $318K | Buy |
5,366
+3,066
| +133% | +$182K | 0.18% | 33 |
|
|
2017
Q3 | $119K | Hold |
2,300
| – | – | 0.07% | 45 |
|
|
2017
Q2 | $127K | Hold |
2,300
| – | – | 0.08% | 51 |
|
|
2017
Q1 | $136K | Hold |
2,300
| – | – | 0.09% | 47 |
|
|
2016
Q4 | $142K | Hold |
2,300
| – | – | 0.12% | 41 |
|
|
2016
Q3 | $144K | Buy |
+2,300
| New | +$144K | 0.12% | 40 |
|