ACG Wealth’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,366
| Closed | -$235K | – | 330 |
|
|
2019
Q2 | $235K | Buy |
1,366
+9
| +0.7% | +$1.55K | 0.03% | 307 |
|
|
2019
Q1 | $222K | Buy |
+1,357
| New | +$222K | 0.03% | 306 |
|
|
2014
Q3 | – | Sell |
-1,950
| Closed | -$248K | – | 191 |
|
|
2014
Q2 | $248K | Buy |
+1,950
| New | +$248K | 0.05% | 182 |
|
|
2013
Q3 | – | Sell |
-1,950
| Closed | -$224K | – | 102 |
|
|
2013
Q2 | $224K | Buy |
+1,950
| New | +$224K | 0.09% | 130 |
|