Destination Wealth Management’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-17
| Closed | -$3K | – | 225 |
|
|
2019
Q2 | $3K | Sell |
17
-135
| -89% | -$23.8K | ﹤0.01% | 508 |
|
|
2019
Q1 | $25K | Buy |
152
+17
| +13% | +$2.8K | ﹤0.01% | 365 |
|
|
2018
Q4 | $19K | Sell |
135
-7
| -5% | -$985 | ﹤0.01% | 361 |
|
|
2018
Q3 | $20K | Sell |
142
-37
| -21% | -$5.21K | ﹤0.01% | 397 |
|
|
2018
Q2 | $26K | Buy |
179
+42
| +31% | +$6.1K | ﹤0.01% | 321 |
|
|
2018
Q1 | $19K | Buy |
+137
| New | +$19K | ﹤0.01% | 337 |
|