MWPCG
Measured Wealth Private Client Group’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-8,104
| Closed | -$419K | – | 209 |
|
|
2019
Q1 | $419K | Buy |
+8,104
| New | +$419K | 0.26% | 79 |
|
|
2018
Q4 | – | Sell |
-7,186
| Closed | -$305K | – | 335 |
|
|
2018
Q3 | $305K | Buy |
7,186
+240
| +3% | +$10.2K | 0.18% | 108 |
|
|
2018
Q2 | $307K | Buy |
+6,946
| New | +$307K | 0.25% | 95 |
|