Physicians Financial Services’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-351
| Closed | -$40K | – | 146 |
|
|
2016
Q4 | $40K | Hold |
351
| – | – | 0.03% | 171 |
|
|
2016
Q3 | $40K | Hold |
351
| – | – | 0.03% | 168 |
|
|
2016
Q2 | $40K | Buy |
351
+150
| +75% | +$17.1K | 0.04% | 164 |
|
|
2016
Q1 | $22K | Hold |
201
| – | – | 0.02% | 187 |
|
|
2015
Q4 | $22K | Buy |
+201
| New | +$22K | 0.02% | 198 |
|