Sargent Investment Group’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,000
| Closed | -$203K | – | 190 |
|
|
2022
Q1 | $203K | Sell |
1,000
-6
| -0.6% | -$1.22K | 0.05% | 175 |
|
|
2021
Q4 | $221K | Buy |
+1,006
| New | +$221K | 0.05% | 168 |
|
|
2021
Q3 | – | Sell |
-1,106
| Closed | -$212K | – | 198 |
|
|
2021
Q2 | $212K | Buy |
+1,106
| New | +$212K | 0.05% | 180 |
|