South Shore Capital Advisors’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $435K | Buy |
2,562
+1
| +0% | +$170 | 1.01% | 31 |
|
|
2022
Q2 | $446K | Hold |
2,561
| – | – | 0.93% | 33 |
|
|
2022
Q1 | $520K | Sell |
2,561
-33
| -1% | -$6.7K | 0.85% | 34 |
|
|
2021
Q4 | $571K | Buy |
2,594
+138
| +6% | +$30.4K | 0.93% | 33 |
|
|
2021
Q3 | $474K | Buy |
2,456
+5
| +0.2% | +$965 | 0.86% | 40 |
|
|
2021
Q2 | $470K | Hold |
2,451
| – | – | 0.83% | 41 |
|
|
2021
Q1 | $402K | Sell |
2,451
-475
| -16% | -$77.9K | 0.4% | 68 |
|
|
2020
Q4 | $395K | Buy |
+2,926
| New | +$395K | 0.39% | 66 |
|