Stanford Investment Group’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-265
| Closed | -$28K | – | 71 |
|
|
2016
Q4 | $28K | Sell |
265
-295
| -53% | -$31.2K | 0.01% | 205 |
|
|
2016
Q3 | $65K | Buy |
560
+295
| +111% | +$34.2K | 0.03% | 117 |
|
|
2016
Q2 | $30K | Hold |
265
| – | – | 0.02% | 200 |
|
|
2016
Q1 | $29K | Hold |
265
| – | – | 0.02% | 199 |
|
|
2015
Q4 | $29K | Hold |
265
| – | – | 0.02% | 183 |
|
|
2015
Q3 | $29K | Hold |
265
| – | – | 0.02% | 181 |
|
|
2015
Q2 | $31K | Hold |
265
| – | – | 0.02% | 180 |
|
|
2015
Q1 | $29K | Hold |
265
| – | – | 0.02% | 191 |
|
|
2014
Q4 | $30K | Buy |
+265
| New | +$30K | 0.03% | 189 |
|