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One Charles Private Wealth Services’s Diageo DEO Stock Holding History

One Charles Private Wealth Services’s Portfolio DEO Stock Details DEO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-926
Closed -$204K – 113
2021
Q4 		$204K Buy
+926
New +$204K 0.12% 112