Certified Advisory Corp’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14,762
| Closed | -$68.6K | – | 276 |
|
|
2023
Q3 | $68.6K | Buy |
+14,762
| New | +$68.6K | 0.01% | 248 |
|
|
2021
Q2 | – | Sell |
-275
| Closed | -$45K | – | 320 |
|
|
2021
Q1 | $45K | Buy |
+275
| New | +$45K | 0.01% | 366 |
|
|
2020
Q2 | $36K | Buy |
270
+81
| +43% | +$10.8K | 0.01% | 347 |
|
|
2020
Q1 | $24K | Sell |
189
-65
| -26% | -$8.25K | 0.01% | 383 |
|
|
2019
Q4 | $43K | Buy |
254
+1
| +0.4% | +$169 | 0.01% | 340 |
|
|
2019
Q3 | $41K | Sell |
253
-17
| -6% | -$2.76K | 0.01% | 355 |
|
|
2019
Q2 | $46K | Buy |
270
+1
| +0.4% | +$170 | 0.02% | 334 |
|
|
2019
Q1 | $44K | Buy |
269
+17
| +7% | +$2.78K | 0.02% | 314 |
|
|
2018
Q4 | $36K | Buy |
252
+2
| +0.8% | +$286 | 0.02% | 324 |
|
|
2018
Q3 | $35K | Hold |
250
| – | – | 0.02% | 338 |
|
|
2018
Q2 | $36K | Buy |
250
+2
| +0.8% | +$288 | 0.02% | 322 |
|
|
2018
Q1 | $33K | Hold |
248
| – | – | 0.02% | 331 |
|
|
2017
Q4 | $36K | Buy |
+248
| New | +$36K | 0.03% | 274 |
|