CWM
Concentric Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,900
| Closed | -$231K | – | 89 |
|
|
2017
Q4 | $231K | Hold |
3,900
| – | – | 0.17% | 86 |
|
|
2017
Q3 | $202K | Hold |
3,900
| – | – | 0.15% | 87 |
|
|
2017
Q2 | $216K | Sell |
3,900
-275
| -7% | -$15.2K | 0.17% | 82 |
|
|
2017
Q1 | $246K | Hold |
4,175
| – | – | 0.2% | 79 |
|
|
2016
Q4 | $258K | Buy |
+4,175
| New | +$258K | 0.22% | 76 |
|