Planning Directions’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-912
| Closed | -$201K | – | 77 |
|
|
2021
Q4 | $201K | Buy |
+912
| New | +$201K | 0.13% | 78 |
|
|
2019
Q3 | – | Sell |
-1,522
| Closed | -$262K | – | 56 |
|
|
2019
Q2 | $262K | Buy |
1,522
+111
| +8% | +$19.1K | 0.27% | 48 |
|
|
2019
Q1 | $231K | Hold |
1,411
| – | – | 0.27% | 47 |
|
|
2018
Q4 | $200K | Buy |
+1,411
| New | +$200K | 0.25% | 47 |
|