Merriman Wealth Management’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-15,324
| Closed | -$1.77M | – | 119 |
|
|
2017
Q1 | $1.77M | Sell |
15,324
-11,480
| -43% | -$1.33M | 0.43% | 55 |
|
|
2016
Q4 | $2.79M | Sell |
26,804
-2,390
| -8% | -$248K | 0.76% | 31 |
|
|
2016
Q3 | $3.39M | Sell |
29,194
-1,058
| -3% | -$123K | 0.7% | 48 |
|
|
2016
Q2 | $3.42M | Buy |
+30,252
| New | +$3.42M | 0.96% | 31 |
|