MWA
Moser Wealth Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-400
| Closed | -$25K | – | 123 |
|
|
2020
Q3 | $25K | Hold |
400
| – | – | 0.02% | 98 |
|
|
2020
Q2 | $25K | Hold |
400
| – | – | 0.02% | 90 |
|
|
2020
Q1 | $21K | Sell |
400
-11,790
| -97% | -$619K | 0.02% | 93 |
|
|
2019
Q4 | $653K | Buy |
+12,190
| New | +$653K | 0.63% | 38 |
|