Chemistry Wealth Management’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 |
-1,344
| Closed | -$200K | – | 154 |
|
|
2023
Q3 | $200K | Hold |
1,344
| – | – | 0.07% | 140 |
|
|
2023
Q2 | $233K | Hold |
1,344
| – | – | 0.08% | 133 |
|
|
2023
Q1 | $244K | Hold |
1,344
| – | – | 0.08% | 126 |
|
|
2022
Q4 | $239K | Buy |
1,344
+50
| +4% | +$8.91K | 0.09% | 121 |
|
|
2022
Q3 | $220K | Hold |
1,294
| – | – | 0.09% | 125 |
|
|
2022
Q2 | $225K | Hold |
1,294
| – | – | 0.09% | 125 |
|
|
2022
Q1 | $263K | Buy |
+1,294
| New | +$263K | 0.09% | 119 |
|