SPWG
Sage Private Wealth Group’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,047
| Closed | -$178K | – | 77 |
|
|
2022
Q3 | $178K | Sell |
1,047
-1
| -0.1% | -$170 | 0.24% | 48 |
|
|
2022
Q2 | $182K | Sell |
1,048
-74
| -7% | -$12.9K | 0.26% | 46 |
|
|
2022
Q1 | $228K | Buy |
1,122
+9
| +0.8% | +$1.83K | 0.22% | 46 |
|
|
2021
Q4 | $245K | Sell |
1,113
-10
| -0.9% | -$2.2K | 0.3% | 40 |
|
|
2021
Q3 | $217K | Sell |
1,123
-29
| -3% | -$5.6K | 0.3% | 37 |
|
|
2021
Q2 | $221K | Buy |
1,152
+6
| +0.5% | +$1.15K | 0.3% | 37 |
|
|
2021
Q1 | $188K | Sell |
1,146
-19
| -2% | -$3.12K | 0.32% | 46 |
|
|
2020
Q4 | $185K | Buy |
+1,165
| New | +$185K | 0.52% | 39 |
|