Girard Partners’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-594
| Closed | -$84K | – | 371 |
|
|
2018
Q3 | $84K | Buy |
+594
| New | +$84K | 0.01% | 364 |
|
|
2018
Q2 | – | Sell |
-1,973
| Closed | -$267K | – | 264 |
|
|
2018
Q1 | $267K | Sell |
1,973
-70
| -3% | -$9.47K | 0.06% | 198 |
|
|
2017
Q4 | $298K | Hold |
2,043
| – | – | 0.06% | 219 |
|
|
2017
Q3 | $270K | Buy |
+2,043
| New | +$270K | 0.06% | 211 |
|