Sheaff Brock Investment Advisors’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 |
-1,043
| Closed | -$211K | – | 503 |
|
|
2022
Q1 | $211K | Hold |
1,043
| – | – | 0.01% | 453 |
|
|
2021
Q4 | $229K | Hold |
1,043
| – | – | 0.02% | 449 |
|
|
2021
Q3 | $201K | Buy |
+1,043
| New | +$201K | 0.01% | 485 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 526 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 536 |
|