IWA
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IVC Wealth Advisors’s Diageo DEO Stock Holding History

IVC Wealth Advisors’s Portfolio DEO Stock Details DEO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,020
Closed -$207K – 142
2022
Q1 		$207K Buy
+1,020
New +$207K 0.14% 146