Roble Belko & Company’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,230
| Closed | -$52K | – | 323 |
|
|
2022
Q3 | $52K | Hold |
1,230
| – | – | 0.01% | 146 |
|
|
2022
Q2 | $53K | Hold |
1,230
| – | – | 0.01% | 145 |
|
|
2022
Q1 | $63K | Hold |
1,230
| – | – | 0.01% | 152 |
|
|
2021
Q4 | $67K | Buy |
+1,230
| New | +$67K | 0.01% | 141 |
|
|
2018
Q1 | – | Sell |
-1,720
| Closed | -$63K | – | 336 |
|
|
2017
Q4 | $63K | Buy |
+1,720
| New | +$63K | 0.03% | 106 |
|