AWA
Amplius Wealth Advisors’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,719
| Closed | -$292K | – | 169 |
|
|
2022
Q3 | $292K | Sell |
1,719
-969
| -36% | -$165K | 0.05% | 119 |
|
|
2022
Q2 | $468K | Sell |
2,688
-128
| -5% | -$22.3K | 0.08% | 91 |
|
|
2022
Q1 | $572K | Sell |
2,816
-181
| -6% | -$36.8K | 0.09% | 93 |
|
|
2021
Q4 | $659K | Buy |
+2,997
| New | +$659K | 0.09% | 89 |
|