Mayfair Advisory Group’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,204
| Closed | -$202K | – | 94 |
|
|
2021
Q1 | $202K | Sell |
1,204
-1,062
| -47% | -$178K | 0.36% | 84 |
|
|
2020
Q4 | $360K | Buy |
2,266
+255
| +13% | +$40.5K | 0.7% | 36 |
|
|
2020
Q3 | $277K | Buy |
2,011
+284
| +16% | +$39.1K | 0.71% | 36 |
|
|
2020
Q2 | $232K | Buy |
1,727
+17
| +1% | +$2.28K | 0.75% | 35 |
|
|
2020
Q1 | $217K | Buy |
+1,710
| New | +$217K | 0.98% | 27 |
|