CWM
Curi Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,595
| Closed | -$120K | – | 387 |
|
|
2022
Q2 | $120K | Buy |
1,595
+12
| +0.8% | +$903 | 0.02% | 156 |
|
|
2022
Q1 | $107K | Buy |
1,583
+11
| +0.7% | +$744 | 0.02% | 155 |
|
|
2021
Q4 | $105K | Buy |
+1,572
| New | +$105K | 0.02% | 138 |
|
|
2021
Q1 | – | Sell |
-1,521
| Closed | -$89K | – | 249 |
|
|
2020
Q4 | $89K | Buy |
+1,521
| New | +$89K | 0.06% | 120 |
|