Advocacy Wealth Management Services’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-100
| Closed | -$13K | – | 225 |
|
|
2017
Q3 | $13K | Hold |
100
| – | – | 0.01% | 163 |
|
|
2017
Q2 | $12K | Hold |
100
| – | – | ﹤0.01% | 172 |
|
|
2017
Q1 | $12K | Hold |
100
| – | – | ﹤0.01% | 183 |
|
|
2016
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 199 |
|
|
2016
Q3 | $12K | Hold |
100
| – | – | ﹤0.01% | 250 |
|
|
2016
Q2 | $11K | Sell |
100
-6
| -6% | -$660 | 0.01% | 291 |
|
|
2016
Q1 | $11K | Buy |
106
+6
| +6% | +$623 | 0.01% | 337 |
|
|
2015
Q4 | $11K | Buy |
+100
| New | +$11K | 0.01% | 330 |
|
|
2013
Q3 | $13K | Hold |
100
| – | – | 0.04% | 213 |
|
|
2013
Q2 | $11K | Buy |
+100
| New | +$11K | 0.04% | 177 |
|