HC Financial Advisors’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-45
| Closed | -$9K | – | 328 |
|
|
2021
Q2 | $9K | Sell |
45
-34
| -43% | -$6.8K | 0.01% | 256 |
|
|
2021
Q1 | $13K | Sell |
79
-120
| -60% | -$19.7K | 0.01% | 227 |
|
|
2020
Q4 | $32K | Sell |
199
-134
| -40% | -$21.5K | 0.02% | 168 |
|
|
2020
Q3 | $46K | Sell |
333
-50
| -13% | -$6.91K | 0.03% | 130 |
|
|
2020
Q2 | $51K | Hold |
383
| – | – | 0.04% | 108 |
|
|
2020
Q1 | $49K | Buy |
+383
| New | +$49K | 0.04% | 108 |
|