Ironwood Financial’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-66
| Closed | -$13K | – | 214 |
|
|
2021
Q3 | $13K | Hold |
66
| – | – | ﹤0.01% | 335 |
|
|
2021
Q2 | $13K | Buy |
66
+26
| +65% | +$5.12K | ﹤0.01% | 332 |
|
|
2021
Q1 | $7K | Hold |
40
| – | – | ﹤0.01% | 378 |
|
|
2020
Q4 | $6K | Hold |
40
| – | – | ﹤0.01% | 364 |
|
|
2020
Q3 | $6K | Hold |
40
| – | – | ﹤0.01% | 303 |
|
|
2020
Q2 | $5K | Buy |
+40
| New | +$5K | ﹤0.01% | 304 |
|