EWM

Elmwood Wealth Management’s General Mills GIS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,300	Closed	-$88K	–	186
2021 Q4	$88K	Buy	+1,300	New	+$88K	0.04%	158
2021 Q2	$79K	Hold	1,300	–	–	0.04%	144
2021 Q1	$80K	Buy	+1,300	New	+$80K	0.05%	141
2020 Q3	$80K	Hold	1,300	–	–	0.06%	113
2020 Q2	$80K	Sell	1,300 -31	-2%	-$1.91K	0.06%	113
2020 Q1	$60K	Buy	+1,331	New	+$60K	0.06%	117
2019 Q4	–	Sell	-1,300	Closed	-$72K	–	146
2019 Q3	$72K	Hold	1,300	–	–	0.07%	103
2019 Q2	$68K	Hold	1,300	–	–	0.06%	118
2019 Q1	$67K	Sell	1,300 -31	-2%	-$1.6K	0.06%	114
2018 Q4	$52K	Hold	1,331	–	–	0.05%	126
2018 Q3	$57.1K	Hold	1,331	–	–	0.05%	133
2018 Q2	$58.9K	Hold	1,331	–	–	0.05%	125
2018 Q1	$60K	Buy	+1,331	New	+$60K	0.06%	117