EWM
Edge Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-91,911
| Closed | -$3.58M | – | 565 |
|
|
2018
Q4 | $3.58M | Sell |
91,911
-101,864
| -53% | -$3.97M | 1.01% | 27 |
|
|
2018
Q3 | $8.32M | Sell |
193,775
-192
| -0.1% | -$8.24K | 2% | 18 |
|
|
2018
Q2 | $8.59M | Buy |
+193,967
| New | +$8.59M | 2.18% | 16 |
|
|
2017
Q3 | – | Sell |
-20
| Closed | -$1K | – | 539 |
|
|
2017
Q2 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 486 |
|
|
2014
Q2 | – | Sell |
-200
| Closed | -$10K | – | 401 |
|
|
2014
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 289 |
|
|
2013
Q4 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 268 |
|