Ergoteles’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,900
| Closed | -$695K | – | 1366 |
|
|
2022
Q4 | $695K | Buy |
3,900
+351
| +10% | +$62.5K | 0.03% | 585 |
|
|
2022
Q3 | $603K | Buy |
+3,549
| New | +$603K | 0.02% | 687 |
|
|
2022
Q2 | – | Sell |
-1,366
| Closed | -$277K | – | 1710 |
|
|
2022
Q1 | $277K | Buy |
1,366
+349
| +34% | +$70.8K | 0.01% | 866 |
|
|
2021
Q4 | $224K | Buy |
+1,017
| New | +$224K | 0.01% | 973 |
|