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LWM Advisory Services’s General Mills GIS Stock Holding History

LWM Advisory Services’s Portfolio GIS Stock Details GIS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,700
Closed -$222K – 82
2022
Q4 		$222K Sell
2,700
-270
-9% -$22.2K 0.25% 73
2022
Q3 		$228K Buy
2,970
+61
+2% +$4.68K 0.26% 107
2022
Q2 		$219K Buy
+2,909
New +$219K 0.26% 101