DFPG Investments’s Diageo DEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$496K Buy
3,467
+66
+2% +$9.44K 0.04% 401
2023
Q3
$544K Sell
3,401
-1,930
-36% -$309K 0.05% 335
2023
Q2
$958K Buy
5,331
+217
+4% +$39K 0.09% 233
2023
Q1
$927K Buy
5,114
+2,113
+70% +$383K 0.1% 210
2022
Q4
$546K Buy
+3,001
New +$546K 0.09% 242