CWM
CarsonAllaria Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-42
| Closed | -$2.74K | – | 401 |
|
|
2023
Q4 | $2.74K | Buy |
+42
| New | +$2.74K | ﹤0.01% | 289 |
|
|
2022
Q3 | – | Sell |
-3,113
| Closed | -$235K | – | 339 |
|
|
2022
Q2 | $235K | Buy |
3,113
+17
| +0.5% | +$1.28K | 0.22% | 56 |
|
|
2022
Q1 | $210K | Sell |
3,096
-19
| -0.6% | -$1.29K | 0.19% | 61 |
|
|
2021
Q4 | $210K | Buy |
+3,115
| New | +$210K | 0.19% | 63 |
|