LA
Legacy Advisors’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-310
| Closed | -$53K | – | 168 |
|
|
2019
Q2 | $53K | Hold |
310
| – | – | 0.04% | 201 |
|
|
2019
Q1 | $51K | Buy |
+310
| New | +$51K | 0.02% | 212 |
|
|
2018
Q4 | – | Sell |
-14
| Closed | -$2K | – | 186 |
|
|
2018
Q3 | $2K | Hold |
14
| – | – | ﹤0.01% | 441 |
|
|
2018
Q2 | $2K | Buy |
14
+1
| +8% | +$143 | ﹤0.01% | 388 |
|
|
2018
Q1 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 338 |
|
|
2017
Q4 | – | Sell |
-43
| Closed | -$5K | – | 367 |
|
|
2017
Q3 | $5K | Buy |
+43
| New | +$5K | 0.01% | 287 |
|