Clarus Wealth Advisors’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-25
| Closed | -$4K | – | 230 |
|
|
2019
Q2 | $4K | Hold |
25
| – | – | ﹤0.01% | 503 |
|
|
2019
Q1 | $4K | Sell |
25
-32
| -56% | -$5.12K | ﹤0.01% | 592 |
|
|
2018
Q4 | $8K | Buy |
57
+32
| +128% | +$4.49K | 0.01% | 536 |
|
|
2018
Q3 | $4K | Sell |
25
-8
| -24% | -$1.28K | ﹤0.01% | 627 |
|
|
2018
Q2 | $4K | Buy |
+33
| New | +$4K | ﹤0.01% | 642 |
|