JWM
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JGP Wealth Management’s General Mills GIS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-45,427
Closed -$1.96M 119
2018
Q3
$1.96M Buy
45,427
+228
+0.5% +$9.83K 0.78% 54
2018
Q2
$2M Buy
+45,199
New +$2M 0.84% 52