Resurgent Financial Advisors’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-469
| Closed | -$68.3K | – | 255 |
|
|
2023
Q4 | $68.3K | Sell |
469
-4
| -0.8% | -$583 | 0.04% | 284 |
|
|
2023
Q3 | $70.6K | Buy |
473
+1
| +0.2% | +$149 | 0.05% | 274 |
|
|
2023
Q2 | $81.9K | Sell |
472
-2
| -0.4% | -$347 | 0.05% | 259 |
|
|
2023
Q1 | $85.9K | Buy |
474
+63
| +15% | +$11.4K | 0.06% | 247 |
|
|
2022
Q4 | $73.2K | Buy |
+411
| New | +$73.2K | 0.04% | 357 |
|