Oxler Private Wealth’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,044
| Closed | -$177K | – | 136 |
|
|
2022
Q3 | $177K | Hold |
1,044
| – | – | 0.1% | 102 |
|
|
2022
Q2 | $182K | Buy |
1,044
+7
| +0.7% | +$1.22K | 0.09% | 105 |
|
|
2022
Q1 | $210K | Sell |
1,037
-3
| -0.3% | -$608 | 0.09% | 106 |
|
|
2021
Q4 | $228K | Hold |
1,040
| – | – | 0.09% | 114 |
|
|
2021
Q3 | $200K | Buy |
+1,040
| New | +$200K | 0.09% | 125 |
|
|
2021
Q1 | – | Sell |
-1,040
| Closed | -$165K | – | 143 |
|
|
2020
Q4 | $165K | Buy |
+1,040
| New | +$165K | 0.09% | 112 |
|