MPS Loria Financial Planners’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 |
-600
| Closed | -$98K | – | 222 |
|
|
2021
Q1 | $98K | Hold |
600
| – | – | 0.05% | 115 |
|
|
2020
Q4 | $96K | Hold |
600
| – | – | 0.04% | 117 |
|
|
2020
Q3 | $83K | Hold |
600
| – | – | 0.04% | 114 |
|
|
2020
Q2 | $81K | Buy |
+600
| New | +$81K | 0.04% | 115 |
|
|
2017
Q3 | – | Sell |
-700
| Closed | -$92K | – | 148 |
|
|
2017
Q2 | $92K | Buy |
+700
| New | +$92K | 0.06% | 117 |
|