Gary Goldberg Planning Services’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $10K | Hold |
90
| – | – | ﹤0.01% | 354 |
|
|
2014
Q3 | $10K | Hold |
90
| – | – | ﹤0.01% | 380 |
|
|
2014
Q2 | $11K | Sell |
90
-752
| -89% | -$91.9K | ﹤0.01% | 343 |
|
|
2014
Q1 | $105K | Sell |
842
-200
| -19% | -$24.9K | 0.05% | 145 |
|
|
2013
Q4 | $138K | Buy |
1,042
+166
| +19% | +$22K | 0.08% | 110 |
|
|
2013
Q3 | $111K | Hold |
876
| – | – | 0.07% | 123 |
|
|
2013
Q2 | $101K | Buy |
+876
| New | +$101K | 0.06% | 115 |
|