CWM
Cordatus Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-19,564
| Closed | -$1.05M | – | 114 |
|
|
2019
Q4 | $1.05M | Sell |
19,564
-6,102
| -24% | -$327K | 0.52% | 73 |
|
|
2019
Q3 | $1.42M | Sell |
25,666
-1,430
| -5% | -$78.8K | 0.74% | 51 |
|
|
2019
Q2 | $1.42M | Sell |
27,096
-1,214
| -4% | -$63.8K | 0.83% | 46 |
|
|
2019
Q1 | $1.47M | Buy |
28,310
+18,638
| +193% | +$964K | 0.81% | 51 |
|
|
2018
Q4 | $377K | Buy |
+9,672
| New | +$377K | 0.27% | 86 |
|