NWM
NEIRG Wealth Management’s General Mills GIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-47,794
| Closed | -$4.01M | – | 143 |
|
|
2022
Q4 | $4.01M | Buy |
47,794
+3,194
| +7% | +$268K | 0.75% | 39 |
|
|
2022
Q3 | $3.42M | Buy |
44,600
+7,987
| +22% | +$612K | 0.68% | 41 |
|
|
2022
Q2 | $2.76M | Buy |
36,613
+18,668
| +104% | +$1.41M | 0.6% | 46 |
|
|
2022
Q1 | $1.22M | Buy |
17,945
+9,675
| +117% | +$655K | 0.24% | 78 |
|
|
2021
Q4 | $557K | Buy |
+8,270
| New | +$557K | 0.11% | 83 |
|