Stiles Financial Services’s Diageo DEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,238
Closed -$215K 180
2023
Q2
$215K Buy
1,238
+7
+0.6% +$1.22K 0.11% 172
2023
Q1
$223K Buy
1,231
+30
+2% +$5.44K 0.12% 164
2022
Q4
$214K Buy
+1,201
New +$214K 0.12% 162