Shine Investment Advisory Services’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $85K | Buy |
615
+18
| +3% | +$2.49K | 0.03% | 215 |
|
|
2020
Q2 | $80K | Hold |
597
| – | – | 0.03% | 225 |
|
|
2020
Q1 | $76K | Buy |
597
+167
| +39% | +$21.3K | 0.04% | 215 |
|
|
2019
Q4 | $72K | Hold |
430
| – | – | 0.03% | 257 |
|
|
2019
Q3 | $70K | Hold |
430
| – | – | 0.03% | 241 |
|
|
2019
Q2 | $74K | Sell |
430
-26
| -6% | -$4.47K | 0.03% | 231 |
|
|
2019
Q1 | $75K | Buy |
456
+56
| +14% | +$9.21K | 0.03% | 230 |
|
|
2018
Q4 | $57K | Hold |
400
| – | – | 0.03% | 259 |
|
|
2018
Q3 | $57K | Hold |
400
| – | – | 0.03% | 276 |
|
|
2018
Q2 | $58K | Hold |
400
| – | – | 0.03% | 279 |
|
|
2018
Q1 | $54K | Hold |
400
| – | – | 0.03% | 284 |
|
|
2017
Q4 | $58K | Hold |
400
| – | – | 0.03% | 267 |
|
|
2017
Q3 | $53K | Hold |
400
| – | – | 0.03% | 282 |
|
|
2017
Q2 | $48K | Buy |
+400
| New | +$48K | 0.02% | 288 |
|