TWMP
Taylor Wealth Management Partners’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-300
| Closed | -$18K | – | 143 |
|
|
2017
Q4 | $18K | Hold |
300
| – | – | 0.01% | 114 |
|
|
2017
Q3 | $16K | Sell |
300
-2,025
| -87% | -$108K | 0.01% | 118 |
|
|
2017
Q2 | $129K | Hold |
2,325
| – | – | 0.06% | 70 |
|
|
2017
Q1 | $137K | Hold |
2,325
| – | – | 0.06% | 72 |
|
|
2016
Q4 | $144K | Hold |
2,325
| – | – | 0.07% | 67 |
|
|
2016
Q3 | $149K | Hold |
2,325
| – | – | 0.07% | 59 |
|
|
2016
Q2 | $166K | Buy |
2,325
+450
| +24% | +$32.1K | 0.07% | 52 |
|
|
2016
Q1 | $119K | Buy |
+1,875
| New | +$119K | 0.06% | 53 |
|