Elmwood Wealth Management’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-9
| Closed | -$2K | – | 156 |
|
|
2021
Q4 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 342 |
|
|
2021
Q2 | $2K | Hold |
9
| – | – | ﹤0.01% | 302 |
|
|
2021
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 307 |
|
|
2020
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 246 |
|
|
2020
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 246 |
|
|
2020
Q1 | $1.22K | Buy |
+9
| New | +$1.22K | ﹤0.01% | 275 |
|
|
2019
Q4 | – | Sell |
-9
| Closed | -$1K | – | 121 |
|
|
2019
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 255 |
|
|
2019
Q2 | $2K | Hold |
9
| – | – | ﹤0.01% | 261 |
|
|
2019
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 268 |
|
|
2018
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 283 |
|
|
2018
Q3 | $1.28K | Hold |
9
| – | – | ﹤0.01% | 268 |
|
|
2018
Q2 | $1.3K | Hold |
9
| – | – | ﹤0.01% | 270 |
|
|
2018
Q1 | $1.22K | Buy |
+9
| New | +$1.22K | ﹤0.01% | 275 |
|