Squar Milner Financial Services’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-336
| Closed | -$42K | – | 328 |
|
|
2020
Q1 | $42K | Buy |
336
+37
| +12% | +$4.63K | 0.03% | 372 |
|
|
2019
Q4 | $50K | Buy |
+299
| New | +$50K | 0.03% | 405 |
|
|
2019
Q3 | – | Sell |
-73
| Closed | -$13K | – | 330 |
|
|
2019
Q2 | $13K | Sell |
73
-57
| -44% | -$10.2K | 0.01% | 493 |
|
|
2019
Q1 | $21K | Buy |
130
+95
| +271% | +$15.3K | 0.02% | 419 |
|
|
2018
Q4 | $5K | Hold |
35
| – | – | ﹤0.01% | 552 |
|
|
2018
Q3 | $5K | Sell |
35
-115
| -77% | -$16.4K | ﹤0.01% | 598 |
|
|
2018
Q2 | $22K | Buy |
+150
| New | +$22K | 0.02% | 464 |
|