Evolution Wealth Advisors’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-60
| Closed | -$8K | – | 591 |
|
|
2020
Q3 | $8K | Buy |
+60
| New | +$8K | ﹤0.01% | 379 |
|
|
2020
Q2 | – | Sell |
-45
| Closed | -$6K | – | 542 |
|
|
2020
Q1 | $6K | Sell |
45
-60
| -57% | -$8K | ﹤0.01% | 237 |
|
|
2019
Q4 | $18K | Buy |
105
+50
| +91% | +$8.57K | ﹤0.01% | 233 |
|
|
2019
Q3 | $9K | Buy |
+55
| New | +$9K | ﹤0.01% | 188 |
|