MYCIO Wealth Partners’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,817
| Closed | -$306K | – | 101 |
|
|
2019
Q4 | $306K | Buy |
+1,817
| New | +$306K | 0.02% | 269 |
|
|
2016
Q4 | – | Sell |
-45
| Closed | -$5K | – | 317 |
|
|
2016
Q3 | $5K | Sell |
45
-44
| -49% | -$4.89K | ﹤0.01% | 660 |
|
|
2016
Q2 | $10K | Buy |
89
+23
| +35% | +$2.58K | ﹤0.01% | 560 |
|
|
2016
Q1 | $7K | Buy |
66
+54
| +450% | +$5.73K | ﹤0.01% | 559 |
|
|
2015
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 693 |
|
|
2015
Q3 | $1K | Sell |
12
-60
| -83% | -$5K | ﹤0.01% | 800 |
|
|
2015
Q2 | $8K | Buy |
72
+62
| +620% | +$6.89K | ﹤0.01% | 544 |
|
|
2015
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 630 |
|
|
2014
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 602 |
|
|
2014
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 596 |
|
|
2014
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 605 |
|
|
2014
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 598 |
|
|
2013
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 562 |
|
|
2013
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 510 |
|
|
2013
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 525 |
|