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Cascade Financial Partners’s Diageo DEO Stock Holding History

Cascade Financial Partners’s Portfolio DEO Stock Details DEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,664
Closed -$210K – 240
2024
Q2 		$210K Sell
1,664
-150
-8% -$18.9K 0.03% 223
2024
Q1 		$249K Buy
+1,814
New +$249K 0.04% 196