AWA
Artemis Wealth Advisors’s Diageo DEO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-705
| Closed | -$123K | – | 110 |
|
2022
Q2 | $123K | Hold |
705
| – | – | 0.03% | 48 |
|
2022
Q1 | $143K | Hold |
705
| – | – | 0.02% | 20 |
|
2021
Q4 | $155K | Hold |
705
| – | – | 0.02% | 29 |
|
2021
Q3 | $136K | Hold |
705
| – | – | 0.02% | 33 |
|
2021
Q2 | $135K | Hold |
705
| – | – | 0.02% | 30 |
|
2021
Q1 | $116K | Hold |
705
| – | – | 0.02% | 31 |
|
2020
Q4 | $112K | Hold |
705
| – | – | 0.02% | 29 |
|
2020
Q3 | $97.1K | Hold |
705
| – | – | 0.02% | 28 |
|
2020
Q2 | $94.7K | Hold |
705
| – | – | 0.03% | 16 |
|
2020
Q1 | $89.6K | Hold |
705
| – | – | 0.04% | 14 |
|
2019
Q4 | $119K | Buy |
+705
| New | +$119K | 0.04% | 17 |
|