KOMWMG
Kerntke Otto McGlone Wealth Management Group’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5,140
| Closed | -$313K | – | 72 |
|
|
2021
Q2 | $313K | Buy |
5,140
+491
| +11% | +$29.9K | 0.12% | 106 |
|
|
2021
Q1 | $285K | Sell |
4,649
-474
| -9% | -$29.1K | 0.15% | 102 |
|
|
2020
Q4 | $301K | Buy |
5,123
+13
| +0.3% | +$764 | 0.18% | 93 |
|
|
2020
Q3 | $315K | Sell |
5,110
-16
| -0.3% | -$986 | 0.23% | 80 |
|
|
2020
Q2 | $316K | Buy |
5,126
+13
| +0.3% | +$801 | 0.29% | 73 |
|
|
2020
Q1 | $270K | Sell |
5,113
-10
| -0.2% | -$528 | 0.3% | 62 |
|
|
2019
Q4 | $274K | Buy |
+5,123
| New | +$274K | 0.23% | 81 |
|