Altman Advisors’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,600
| Closed | -$438K | – | 80 |
|
|
2019
Q4 | $438K | Hold |
2,600
| – | – | 0.35% | 60 |
|
|
2019
Q3 | $425K | Hold |
2,600
| – | – | 0.36% | 58 |
|
|
2019
Q2 | $448K | Hold |
2,600
| – | – | 0.38% | 59 |
|
|
2019
Q1 | $425K | Sell |
2,600
-12
| -0.5% | -$1.96K | 0.39% | 57 |
|
|
2018
Q4 | $370K | Buy |
2,612
+12
| +0.5% | +$1.7K | 0.41% | 55 |
|
|
2018
Q3 | $368K | Buy |
+2,600
| New | +$368K | 0.33% | 53 |
|
|
2018
Q2 | – | Sell |
-2,600
| Closed | -$352K | – | 77 |
|
|
2018
Q1 | $352K | Hold |
2,600
| – | – | 0.34% | 55 |
|
|
2017
Q4 | $380K | Buy |
+2,600
| New | +$380K | 0.33% | 62 |
|