Interchange Capital Partners’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,736
| Closed | -$244K | – | 251 |
|
|
2024
Q3 | $244K | Buy |
1,736
+34
| +2% | +$4.77K | 0.09% | 223 |
|
|
2024
Q2 | $215K | Buy |
+1,702
| New | +$215K | 0.08% | 244 |
|
|
2023
Q2 | – | Sell |
-1,408
| Closed | -$263K | – | 161 |
|
|
2023
Q1 | $263K | Buy |
+1,408
| New | +$263K | 0.14% | 162 |
|
|
2021
Q1 | – | Sell |
-417
| Closed | -$66K | – | 432 |
|
|
2020
Q4 | $66K | Buy |
+417
| New | +$66K | 0.04% | 361 |
|