Capital Directions Investment Advisors’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-54
| Closed | -$11K | – | 252 |
|
2022
Q1 | $11K | Buy |
+54
| New | +$11K | ﹤0.01% | 227 |
|
2020
Q4 | – | Sell |
-161
| Closed | -$22K | – | 194 |
|
2020
Q3 | $22K | Hold |
161
| – | – | 0.01% | 152 |
|
2020
Q2 | $22K | Hold |
161
| – | – | 0.01% | 150 |
|
2020
Q1 | $20K | Hold |
161
| – | – | 0.01% | 164 |
|
2019
Q4 | $27K | Hold |
161
| – | – | 0.01% | 171 |
|
2019
Q3 | $26K | Buy |
+161
| New | +$26K | 0.01% | 170 |
|