Acima Private Wealth’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Hold |
0
| – | – | – | 270 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 287 |
|
|
2020
Q4 | – | Sell |
-160
| Closed | -$22K | – | 237 |
|
|
2020
Q3 | $22K | Sell |
160
-105
| -40% | -$14.4K | 0.01% | 175 |
|
|
2020
Q2 | $36K | Hold |
265
| – | – | 0.02% | 169 |
|
|
2020
Q1 | $34K | Hold |
265
| – | – | 0.03% | 171 |
|
|
2019
Q4 | $45K | Hold |
265
| – | – | 0.03% | 192 |
|
|
2019
Q3 | $43K | Hold |
265
| – | – | 0.03% | 194 |
|
|
2019
Q2 | $46K | Hold |
265
| – | – | 0.04% | 182 |
|
|
2019
Q1 | $43K | Buy |
265
+60
| +29% | +$9.74K | 0.04% | 181 |
|
|
2018
Q4 | $29K | Buy |
+205
| New | +$29K | 0.03% | 181 |
|