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CFM Wealth Partners’s Diageo DEO Stock Holding History

CFM Wealth 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
2020
Q3 		– Sell
-675
Closed -$90K – 236
2020
Q2 		$90K Sell
675
-139
-17% -$18.5K 0.03% 210
2020
Q1 		$103K Buy
+814
New +$103K 0.05% 193