River Wealth Advisors’s Diageo DEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-174
Closed -$25K 222
2018
Q4
$25K Sell
174
-294
-63% -$42.2K 0.01% 318
2018
Q3
$66K Sell
468
-95
-17% -$13.4K 0.02% 250
2018
Q2
$81K Buy
+563
New +$81K 0.03% 221