Blue Bell Private Wealth Management’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-50
| Closed | -$9K | – | 762 |
|
|
2022
Q2 | $9K | Hold |
50
| – | – | ﹤0.01% | 388 |
|
|
2022
Q1 | $10K | Hold |
50
| – | – | ﹤0.01% | 402 |
|
|
2021
Q4 | $11K | Buy |
+50
| New | +$11K | ﹤0.01% | 383 |
|
|
2014
Q2 | – | Sell |
-500
| Closed | -$62K | – | 410 |
|
|
2014
Q1 | $62K | Hold |
500
| – | – | 0.04% | 170 |
|
|
2013
Q4 | $66K | Buy |
+500
| New | +$66K | 0.05% | 167 |
|