Fiduciary Planning’s Diageo DEO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-21	Closed	-$3K	–	107
2021 Q1	$3K	Hold	21	–	–	﹤0.01%	212
2020 Q4	$3K	Sell	21 -18	-46%	-$2.57K	﹤0.01%	193
2020 Q3	$5K	Buy	+39	New	+$5K	0.01%	139