IIM
Ironwood Investment Management’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,971
| Closed | -$322K | – | 152 |
|
|
2019
Q1 | $322K | Buy |
1,971
+57
| +3% | +$9.31K | 0.26% | 122 |
|
|
2018
Q4 | $271K | Sell |
1,914
-57
| -3% | -$8.07K | 0.25% | 128 |
|
|
2018
Q3 | $279K | Buy |
1,971
+62
| +3% | +$8.78K | 0.19% | 139 |
|
|
2018
Q2 | $275K | Sell |
1,909
-1,292
| -40% | -$186K | 0.2% | 138 |
|
|
2018
Q1 | $433K | Buy |
3,201
+59
| +2% | +$7.98K | 0.32% | 115 |
|
|
2017
Q4 | $459K | Buy |
3,142
+40
| +1% | +$5.84K | 0.33% | 106 |
|
|
2017
Q3 | $410K | Buy |
3,102
+705
| +29% | +$93.2K | 0.29% | 122 |
|
|
2017
Q2 | $287K | Buy |
+2,397
| New | +$287K | 0.21% | 139 |
|