CPA
Clear Perspective Advisors’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,800
| Closed | -$255K | – | 140 |
|
|
2018
Q4 | $255K | Hold |
1,800
| – | – | 0.21% | 113 |
|
|
2018
Q3 | $255K | Hold |
1,800
| – | – | 0.19% | 121 |
|
|
2018
Q2 | $259K | Hold |
1,800
| – | – | 0.18% | 120 |
|
|
2018
Q1 | $244K | Hold |
1,800
| – | – | 0.18% | 119 |
|
|
2017
Q4 | $263K | Hold |
1,800
| – | – | 0.2% | 115 |
|
|
2017
Q3 | $238K | Sell |
1,800
-100
| -5% | -$13.2K | 0.19% | 120 |
|
|
2017
Q2 | $228K | Hold |
1,900
| – | – | 0.19% | 116 |
|
|
2017
Q1 | $220K | Hold |
1,900
| – | – | 0.15% | 116 |
|
|
2016
Q4 | $197K | Buy |
+1,900
| New | +$197K | 0.13% | 125 |
|