SRA
Secured Retirement Advisors’s General Mills GIS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-3,632
| Closed | -$232K | – | 133 |
|
2024
Q4 | $232K | Buy |
3,632
+31
| +0.9% | +$1.98K | 0.13% | 128 |
|
2024
Q3 | $266K | Hold |
3,601
| – | – | 0.19% | 99 |
|
2024
Q2 | $228K | Hold |
3,601
| – | – | 0.18% | 110 |
|
2024
Q1 | $252K | Hold |
3,601
| – | – | 0.21% | 97 |
|
2023
Q4 | $235K | Buy |
+3,601
| New | +$235K | 0.23% | 96 |
|