JWM
Jacobus Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $321K | Hold |
6,200
| – | – | 0.08% | 124 |
|
|
2017
Q2 | $343K | Buy |
6,200
+4,200
| +210% | +$232K | 0.09% | 124 |
|
|
2017
Q1 | $118K | Hold |
2,000
| – | – | 0.03% | 188 |
|
|
2016
Q4 | $124K | Sell |
2,000
-4,200
| -68% | -$260K | 0.04% | 182 |
|
|
2016
Q3 | $396K | Hold |
6,200
| – | – | 0.12% | 126 |
|
|
2016
Q2 | $442K | Sell |
6,200
-4,177
| -40% | -$298K | 0.13% | 109 |
|
|
2016
Q1 | $657K | Sell |
10,377
-20
| -0.2% | -$1.27K | 0.19% | 95 |
|
|
2015
Q4 | $599K | Hold |
10,397
| – | – | 0.17% | 107 |
|
|
2015
Q3 | $584K | Hold |
10,397
| – | – | 0.17% | 101 |
|
|
2015
Q2 | $579K | Sell |
10,397
-35
| -0.3% | -$1.95K | 0.14% | 119 |
|
|
2015
Q1 | $590K | Hold |
10,432
| – | – | 0.15% | 112 |
|
|
2014
Q4 | $556K | Hold |
10,432
| – | – | 0.14% | 114 |
|
|
2014
Q3 | $526K | Hold |
10,432
| – | – | 0.15% | 122 |
|
|
2014
Q2 | $548K | Sell |
10,432
-4
| -0% | -$210 | 0.14% | 127 |
|
|
2014
Q1 | $541K | Hold |
10,436
| – | – | 0.13% | 128 |
|
|
2013
Q4 | $521K | Buy |
+10,436
| New | +$521K | 0.15% | 112 |
|