Simplicity Solutions’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $831K | Buy |
5,703
+3,641
| +177% | +$530K | 0.02% | 498 |
|
|
2023
Q3 | $308K | Sell |
2,062
-218
| -10% | -$32.5K | 0.01% | 759 |
|
|
2023
Q2 | $396K | Buy |
2,280
+719
| +46% | +$125K | 0.01% | 738 |
|
|
2023
Q1 | $283K | Buy |
+1,561
| New | +$283K | 0.01% | 876 |
|
|
2021
Q2 | – | Sell |
-2,227
| Closed | -$366K | – | 524 |
|
|
2021
Q1 | $366K | Buy |
2,227
+624
| +39% | +$103K | 0.08% | 264 |
|
|
2020
Q4 | $255K | Sell |
1,603
-281
| -15% | -$44.7K | ﹤0.01% | 833 |
|
|
2020
Q3 | $259K | Sell |
1,884
-491
| -21% | -$67.5K | ﹤0.01% | 753 |
|
|
2020
Q2 | $319K | Buy |
+2,375
| New | +$319K | 0.01% | 716 |
|
|
2019
Q2 | – | Sell |
-1,995
| Closed | -$326K | – | 690 |
|
|
2019
Q1 | $326K | Sell |
1,995
-329
| -14% | -$53.8K | 0.02% | 509 |
|
|
2018
Q4 | $329K | Buy |
+2,324
| New | +$329K | 0.04% | 417 |
|