Blue Barn Wealth’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,305
| Closed | -$226K | – | 116 |
|
|
2023
Q2 | $226K | Sell |
1,305
-29
| -2% | -$5.03K | 0.15% | 104 |
|
|
2023
Q1 | $242K | Buy |
+1,334
| New | +$242K | 0.15% | 103 |
|
|
2022
Q4 | – | Sell |
-1,343
| Closed | -$228K | – | 127 |
|
|
2022
Q3 | $228K | Buy |
1,343
+176
| +15% | +$29.9K | 0.16% | 95 |
|
|
2022
Q2 | $203K | Buy |
1,167
+31
| +3% | +$5.39K | 0.16% | 110 |
|
|
2022
Q1 | $231K | Buy |
1,136
+37
| +3% | +$7.52K | 0.16% | 104 |
|
|
2021
Q4 | $242K | Buy |
1,099
+6
| +0.5% | +$1.32K | 0.16% | 98 |
|
|
2021
Q3 | $211K | Buy |
+1,093
| New | +$211K | 0.19% | 101 |
|