Impact Partnership Wealth’s Diageo DEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-69
Closed -$10.3K 324
2024
Q1
$10.3K Hold
69
﹤0.01% 444
2023
Q4
$10.1K Hold
69
﹤0.01% 498
2023
Q3
$10.3K Sell
69
-12
-15% -$1.79K ﹤0.01% 588
2023
Q2
$14.1K Buy
+81
New +$14.1K ﹤0.01% 385