Graves Light Lenhart Wealth’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-50
| Closed | -$9K | – | 267 |
|
|
2022
Q2 | $9K | Hold |
50
| – | – | ﹤0.01% | 492 |
|
|
2022
Q1 | $10K | Sell |
50
-211
| -81% | -$42.2K | ﹤0.01% | 538 |
|
|
2021
Q4 | $57K | Hold |
261
| – | – | 0.01% | 381 |
|
|
2021
Q3 | $50K | Buy |
261
+4
| +2% | +$766 | 0.01% | 369 |
|
|
2021
Q2 | $49K | Sell |
257
-120
| -32% | -$22.9K | 0.01% | 381 |
|
|
2021
Q1 | $62K | Hold |
377
| – | – | 0.01% | 351 |
|
|
2020
Q4 | $60K | Buy |
+377
| New | +$60K | 0.01% | 346 |
|