AA
Apriem Advisors’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-624
| Closed | -$72K | – | 230 |
|
|
2017
Q1 | $72K | Buy |
624
+63
| +11% | +$7.27K | 0.02% | 200 |
|
|
2016
Q4 | $58K | Buy |
561
+532
| +1,834% | +$55K | 0.02% | 212 |
|
|
2016
Q3 | $3K | Sell |
29
-87
| -75% | -$9K | ﹤0.01% | 501 |
|
|
2016
Q2 | $13K | Sell |
116
-18
| -13% | -$2.02K | ﹤0.01% | 384 |
|
|
2016
Q1 | $14K | Buy |
134
+47
| +54% | +$4.91K | 0.01% | 338 |
|
|
2015
Q4 | $9K | Buy |
+87
| New | +$9K | ﹤0.01% | 383 |
|
|
2015
Q3 | – | Sell |
-241
| Closed | -$28K | – | 534 |
|
|
2015
Q2 | $28K | Buy |
+241
| New | +$28K | 0.01% | 271 |
|