LWP
Legacy Wealth Planning’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $274K | Buy |
1,615
+300
| +23% | +$50.9K | 0.45% | 54 |
|
|
2022
Q2 | $229K | Hold |
1,315
| – | – | 0.33% | 79 |
|
|
2022
Q1 | $267K | Hold |
1,315
| – | – | 0.31% | 65 |
|
|
2021
Q4 | $289K | Hold |
1,315
| – | – | 0.33% | 64 |
|
|
2021
Q3 | $254K | Hold |
1,315
| – | – | 0.28% | 79 |
|
|
2021
Q2 | $252K | Hold |
1,315
| – | – | 0.29% | 76 |
|
|
2021
Q1 | $216K | Hold |
1,315
| – | – | 0.28% | 83 |
|
|
2020
Q4 | $209K | Buy |
+1,315
| New | +$209K | 0.27% | 76 |
|
|
2020
Q1 | – | Sell |
-1,315
| Closed | -$221K | – | 76 |
|
|
2019
Q4 | $221K | Buy |
+1,315
| New | +$221K | 0.25% | 70 |
|