Okabena Investment Services’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-250
| Closed | -$44.5K | – | 209 |
|
|
2022
Q4 | $44.5K | Sell |
250
-720
| -74% | -$128K | 0.03% | 100 |
|
|
2022
Q3 | $165K | Hold |
970
| – | – | 0.08% | 108 |
|
|
2022
Q2 | $169K | Buy |
970
+211
| +28% | +$36.8K | 0.09% | 96 |
|
|
2022
Q1 | $155K | Hold |
759
| – | – | 0.07% | 102 |
|
|
2021
Q4 | $167K | Buy |
+759
| New | +$167K | 0.06% | 107 |
|