MWM
Minot Wealth Management’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,334
| Closed | -$219K | – | 212 |
|
|
2021
Q1 | $219K | Buy |
1,334
+4
| +0.3% | +$657 | 0.06% | 170 |
|
|
2020
Q4 | $211K | Buy |
+1,330
| New | +$211K | 0.06% | 148 |
|
|
2020
Q3 | – | Sell |
-2,576
| Closed | -$346K | – | 142 |
|
|
2020
Q2 | $346K | Sell |
2,576
-1,425
| -36% | -$191K | 0.17% | 91 |
|
|
2020
Q1 | $509K | Sell |
4,001
-2,125
| -35% | -$270K | 0.36% | 73 |
|
|
2019
Q4 | $1.04M | Buy |
+6,126
| New | +$1.04M | 0.47% | 63 |
|