Ancora Family Wealth Advisors’s Diageo DEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
$2.61M Buy
22,458
+2,775
+14% +$322K 0.89% 30
2016
Q2
$2.22M Buy
19,683
+2,320
+13% +$262K 0.84% 33
2016
Q1
$1.87M Buy
17,363
+2,925
+20% +$316K 0.76% 41
2015
Q4
$1.58M Sell
14,438
-329
-2% -$35.9K 0.67% 46
2015
Q3
$1.59M Buy
+14,767
New +$1.59M 0.66% 47