CWA
Clarus Wealth Advisors’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $289K | Buy |
3,839
+127
| +3% | +$9.55K | 0.18% | 101 |
|
|
2023
Q1 | $323K | Buy |
3,712
+36
| +1% | +$3.13K | 0.2% | 96 |
|
|
2022
Q4 | $309K | Buy |
3,676
+49
| +1% | +$4.12K | 0.2% | 98 |
|
|
2022
Q3 | $277K | Buy |
+3,627
| New | +$277K | 0.2% | 88 |
|
|
2019
Q3 | – | Sell |
-1,802
| Closed | -$95K | – | 298 |
|
|
2019
Q2 | $95K | Buy |
1,802
+15
| +0.8% | +$791 | 0.07% | 201 |
|
|
2019
Q1 | $93K | Buy |
1,787
+118
| +7% | +$6.14K | 0.07% | 209 |
|
|
2018
Q4 | $65K | Buy |
1,669
+315
| +23% | +$12.3K | 0.1% | 225 |
|
|
2018
Q3 | $58K | Buy |
1,354
+1,124
| +489% | +$48.1K | 0.04% | 271 |
|
|
2018
Q2 | $10K | Buy |
+230
| New | +$10K | 0.01% | 524 |
|