Lenox Wealth Management’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $54K | Buy |
407
+27
| +7% | +$3.58K | 0.02% | 243 |
|
|
2020
Q1 | $48K | Sell |
380
-24
| -6% | -$3.03K | 0.02% | 246 |
|
|
2019
Q4 | $68K | Sell |
404
-26
| -6% | -$4.38K | 0.02% | 250 |
|
|
2019
Q3 | $71K | Sell |
430
-845
| -66% | -$140K | 0.02% | 237 |
|
|
2019
Q2 | $219K | Buy |
1,275
+428
| +51% | +$73.5K | 0.07% | 128 |
|
|
2019
Q1 | $139K | Buy |
847
+646
| +321% | +$106K | 0.04% | 150 |
|
|
2018
Q4 | $29K | Hold |
201
| – | – | 0.01% | 247 |
|
|
2018
Q3 | $29K | Sell |
201
-36
| -15% | -$5.19K | 0.01% | 273 |
|
|
2018
Q2 | $34K | Sell |
237
-47
| -17% | -$6.74K | 0.01% | 242 |
|
|
2018
Q1 | $38K | Hold |
284
| – | – | 0.01% | 239 |
|
|
2017
Q4 | $41K | Sell |
284
-10
| -3% | -$1.44K | 0.01% | 227 |
|
|
2017
Q3 | $39K | Buy |
294
+135
| +85% | +$17.9K | 0.01% | 251 |
|
|
2017
Q2 | $19K | Buy |
+159
| New | +$19K | 0.01% | 312 |
|