Mayflower Financial Advisors’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,030
| Closed | -$303K | – | 346 |
|
|
2023
Q3 | $303K | Sell |
2,030
-2
| -0.1% | -$298 | 0.05% | 253 |
|
|
2023
Q2 | $353K | Buy |
2,032
+2
| +0.1% | +$347 | 0.05% | 254 |
|
|
2023
Q1 | $368K | Buy |
2,030
+10
| +0.5% | +$1.81K | 0.05% | 244 |
|
|
2022
Q4 | $360K | Sell |
2,020
-88
| -4% | -$15.7K | 0.05% | 242 |
|
|
2022
Q3 | $358K | Buy |
+2,108
| New | +$358K | 0.06% | 232 |
|