KMS Financial Services’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $590K | Sell |
5,107
-217
| -4% | -$25.1K | 0.08% | 228 |
|
|
2014
Q2 | $677K | Buy |
5,324
+252
| +5% | +$32K | 0.1% | 212 |
|
|
2014
Q1 | $632K | Buy |
5,072
+777
| +18% | +$96.8K | 0.1% | 221 |
|
|
2013
Q4 | $568K | Buy |
4,295
+1,117
| +35% | +$148K | 0.1% | 240 |
|
|
2013
Q3 | $404K | Buy |
3,178
+769
| +32% | +$97.8K | 0.1% | 239 |
|
|
2013
Q2 | $278K | Buy |
+2,409
| New | +$278K | 0.08% | 281 |
|