WWM
Willingdon Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $2.66M | Sell |
50,460
-19,421
| -28% | -$1.02M | 0.67% | 48 |
|
|
2019
Q4 | $3.74M | Buy |
69,881
+1,327
| +2% | +$71.1K | 0.77% | 44 |
|
|
2019
Q3 | $3.78M | Buy |
68,554
+2,513
| +4% | +$139K | 0.83% | 39 |
|
|
2019
Q2 | $3.47M | Buy |
66,041
+660
| +1% | +$34.7K | 0.81% | 42 |
|
|
2019
Q1 | $3.38M | Buy |
65,381
+2,251
| +4% | +$116K | 0.83% | 46 |
|
|
2018
Q4 | $2.46M | Sell |
63,130
-3,819
| -6% | -$149K | 0.71% | 62 |
|
|
2018
Q3 | $2.87M | Buy |
66,949
+33,261
| +99% | +$1.43M | 0.78% | 54 |
|
|
2018
Q2 | $1.49M | Buy |
33,688
+33,488
| +16,744% | +$1.48M | 0.46% | 87 |
|
|
2018
Q1 | $9K | Sell |
200
-200
| -50% | -$9K | ﹤0.01% | 265 |
|
|
2017
Q4 | $24K | Buy |
+400
| New | +$24K | 0.01% | 186 |
|