Monumental Financial Group’s Diageo DEO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-6,109	Closed	-$1.11M	–	56
2023 Q1	$1.11M	Buy	6,109 +542	+10%	+$98.2K	0.79%	38
2022 Q4	$992K	Buy	+5,567	New	+$992K	0.8%	34