Heritage Financial Services’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	-200	Closed	-$34K	–	157
2022 Q2	$34K	Buy	+200	New	+$34K	0.02%	192