SW
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Simplicity Wealth’s Diageo DEO Stock Holding History

Simplicity Wealth’s Portfolio DEO Stock Details DEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-26,920
Closed -$3.39M – 662
2024
Q2 		$3.39M Buy
26,920
+1,396
+5% +$176K 0.08% 251
2024
Q1 		$3.8M Buy
+25,524
New +$3.8M 0.09% 227