QPWM
Quadrant Private Wealth Management’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,440
| Closed | -$218K | – | 240 |
|
|
2023
Q3 | $218K | Buy |
1,440
+11
| +0.8% | +$1.66K | 0.07% | 198 |
|
|
2023
Q2 | $248K | Buy |
1,429
+26
| +2% | +$4.51K | 0.07% | 209 |
|
|
2023
Q1 | $256K | Sell |
1,403
-11
| -0.8% | -$2.01K | 0.08% | 200 |
|
|
2022
Q4 | $252K | Buy |
+1,414
| New | +$252K | 0.08% | 200 |
|