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Bellwether Advisors’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3
| Closed | -$534 | – | 505 |
|
|
2022
Q4 | $534 | Buy |
+3
| New | +$534 | ﹤0.01% | 397 |
|
|
2022
Q2 | – | Sell |
-66
| Closed | -$13K | – | 446 |
|
|
2022
Q1 | $13K | Hold |
66
| – | – | ﹤0.01% | 290 |
|
|
2021
Q4 | $14K | Hold |
66
| – | – | ﹤0.01% | 301 |
|
|
2021
Q3 | $12K | Buy |
+66
| New | +$12K | ﹤0.01% | 289 |
|