BWM
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Braver Wealth Management’s Diageo DEO Stock Holding History

Braver Wealth Management’s Portfolio DEO Stock Details DEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q4 		$2.38M Buy
22,885
+19,360
+549% +$2.01M 0.39% 74
2016
Q3 		$409K Buy
3,525
+500
+17% +$58K 0.07% 113
2016
Q2 		$341K Hold
3,025
– – 0.06% 113
2016
Q1 		$326K Buy
+3,025
New +$326K 0.05% 119