Harfst & Associates’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-50
| Closed | -$5K | – | 110 |
|
|
2017
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 212 |
|
|
2017
Q1 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 252 |
|
|
2016
Q1 | – | Sell |
-50
| Closed | -$5K | – | 107 |
|
|
2015
Q4 | $5K | Hold |
50
| – | – | ﹤0.01% | 260 |
|
|
2015
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 251 |
|
|
2015
Q2 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 289 |
|