Financial Engines Advisors’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,135
| Closed | -$207K | – | 293 |
|
|
2023
Q1 | $207K | Sell |
1,135
-207
| -15% | -$37.8K | ﹤0.01% | 279 |
|
|
2022
Q4 | $239K | Buy |
1,342
+31
| +2% | +$5.52K | ﹤0.01% | 263 |
|
|
2022
Q3 | $225K | Buy |
1,311
+50
| +4% | +$8.58K | ﹤0.01% | 267 |
|
|
2022
Q2 | $219K | Buy |
1,261
+8
| +0.6% | +$1.39K | ﹤0.01% | 282 |
|
|
2022
Q1 | $257K | Sell |
1,253
-31
| -2% | -$6.36K | ﹤0.01% | 276 |
|
|
2021
Q4 | $283K | Sell |
1,284
-1,859
| -59% | -$410K | ﹤0.01% | 224 |
|
|
2021
Q3 | $614K | Buy |
3,143
+32
| +1% | +$6.25K | ﹤0.01% | 155 |
|
|
2021
Q2 | $596K | Buy |
3,111
+212
| +7% | +$40.6K | ﹤0.01% | 130 |
|
|
2021
Q1 | $480K | Buy |
2,899
+301
| +12% | +$49.8K | ﹤0.01% | 162 |
|
|
2020
Q4 | $413K | Buy |
2,598
+868
| +50% | +$138K | ﹤0.01% | 176 |
|
|
2020
Q3 | $238K | Buy |
+1,730
| New | +$238K | ﹤0.01% | 210 |
|