Alera Investment Advisors’s Diageo DEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-216
Closed -$35K 310
2019
Q1
$35K Buy
216
+51
+31% +$8.26K 0.02% 206
2018
Q4
$23K Buy
+165
New +$23K 0.01% 257