TFP
Tilia Fiduciary Partners’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,485
| Closed | -$114K | – | 238 |
|
|
2023
Q2 | $114K | Hold |
1,485
| – | – | 0.1% | 122 |
|
|
2023
Q1 | $127K | Buy |
1,485
+30
| +2% | +$2.56K | 0.12% | 118 |
|
|
2022
Q4 | $122K | Hold |
1,455
| – | – | 0.12% | 126 |
|
|
2022
Q3 | $113K | Hold |
1,455
| – | – | 0.11% | 124 |
|
|
2022
Q2 | $110K | Hold |
1,455
| – | – | 0.11% | 132 |
|
|
2022
Q1 | $99K | Hold |
1,455
| – | – | 0.08% | 150 |
|
|
2021
Q4 | $98K | Buy |
+1,455
| New | +$98K | 0.08% | 155 |
|