Peak Financial Management’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 |
-3,397
| Closed | -$572K | – | 53 |
|
|
2019
Q4 | $572K | Hold |
3,397
| – | – | 0.24% | 38 |
|
|
2019
Q3 | $555K | Hold |
3,397
| – | – | 0.25% | 37 |
|
|
2019
Q2 | $585K | Hold |
3,397
| – | – | 0.26% | 34 |
|
|
2019
Q1 | $556K | Hold |
3,397
| – | – | 0.26% | 35 |
|
|
2018
Q4 | $482K | Buy |
3,397
+2
| +0.1% | +$284 | 0.24% | 37 |
|
|
2018
Q3 | $481K | Hold |
3,395
| – | – | 0.22% | 34 |
|
|
2018
Q2 | $489K | Buy |
+3,395
| New | +$489K | 0.23% | 34 |
|