Halpern Financial’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-27
| Closed | -$3.86K | – | 220 |
|
|
2023
Q4 | $3.86K | Buy |
+27
| New | +$3.86K | ﹤0.01% | 213 |
|
|
2021
Q4 | – | Sell |
-39
| Closed | -$7.53K | – | 262 |
|
|
2021
Q3 | $7.53K | Hold |
39
| – | – | ﹤0.01% | 196 |
|
|
2021
Q2 | $7.48K | Hold |
39
| – | – | ﹤0.01% | 159 |
|
|
2021
Q1 | $6.4K | Buy |
+39
| New | +$6.4K | ﹤0.01% | 167 |
|