Accel Wealth Management’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-100
| Closed | -$18.1K | – | 330 |
|
|
2023
Q1 | $18.1K | Hold |
100
| – | – | 0.01% | 745 |
|
|
2022
Q4 | $17.8K | Hold |
100
| – | – | 0.01% | 583 |
|
|
2022
Q3 | $18K | Hold |
100
| – | – | 0.01% | 585 |
|
|
2022
Q2 | $17K | Hold |
100
| – | – | 0.01% | 591 |
|
|
2022
Q1 | $21K | Sell |
100
-15
| -13% | -$3.15K | 0.01% | 546 |
|
|
2021
Q4 | $25K | Buy |
115
+15
| +15% | +$3.26K | 0.01% | 520 |
|
|
2021
Q3 | $19K | Sell |
100
-15
| -13% | -$2.85K | 0.01% | 510 |
|
|
2021
Q2 | $22K | Buy |
115
+1
| +0.9% | +$191 | 0.01% | 518 |
|
|
2021
Q1 | $19K | Hold |
114
| – | – | 0.02% | 523 |
|
|
2020
Q4 | $18K | Buy |
+114
| New | +$18K | 0.02% | 514 |
|