CA
CapWealth Advisors’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-8
| Closed | -$1K | – | 139 |
|
|
2016
Q3 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 277 |
|
|
2014
Q4 | – | Sell |
-100
| Closed | -$12K | – | 136 |
|
|
2014
Q3 | $12K | Hold |
100
| – | – | ﹤0.01% | 220 |
|
|
2014
Q2 | $13K | Hold |
100
| – | – | ﹤0.01% | 222 |
|
|
2014
Q1 | $12K | Buy |
+100
| New | +$12K | ﹤0.01% | 229 |
|
|
2013
Q3 | – | Sell |
-10
| Closed | -$1K | – | 441 |
|
|
2013
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 414 |
|