Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
$5.18M Sell
31,690
-3,772
-11% -$631K 0.03% 344
2019
Q2
$6.11M Sell
35,462
-1,891
-5% -$318K 0.03% 312
2019
Q1
$6.11M Sell
37,353
-392
-1% -$59.8K 0.03% 306
2018
Q4
$5.35M Buy
37,745
+32
+0.1% +$4.5K 0.03% 302
2018
Q3
$5.34M Sell
37,713
-1,366
-3% -$196K 0.03% 312
2018
Q2
$5.63M Sell
39,079
-2,299
-6% -$329K 0.03% 298
2018
Q1
$5.6M Buy
41,378
+8,119
+24% +$1.13M 0.03% 293
2017
Q4
$4.86M Sell
33,259
-2,656
-7% -$366K 0.03% 294
2017
Q3
$4.75M Buy
35,915
+916
+3% +$118K 0.03% 312
2017
Q2
$4.19M Sell
34,999
-207
-0.6% -$24.7K 0.03% 324
2017
Q1
$4.07M Buy
35,206
+1,221
+4% +$137K 0.03% 315
2016
Q4
$3.53M Sell
33,985
-20,852
-38% -$2.19M 0.02% 370
2016
Q3
$6.36M Buy
54,837
+25,872
+89% +$2.96M 0.04% 252
2016
Q2
$3.27M Buy
28,965
+1,153
+4% +$125K 0.02% 373
2016
Q1
$3M Buy
27,812
+3,012
+12% +$319K 0.02% 365
2015
Q4
$2.7M Buy
24,800
+4,278
+21% +$483K 0.02% 373
2015
Q3
$2.21M Buy
20,522
+6,513
+46% +$723K 0.01% 396
2015
Q2
$1.62M Sell
14,009
-34,240
-71% -$3.9M 0.01% 474
2015
Q1
$5.33M Buy
48,249
+13,549
+39% +$1.56M 0.03% 251
2014
Q4
$3.96M Sell
34,700
-1,034
-3% -$120K 0.03% 282
2014
Q3
$4.12M Sell
35,734
-5,421
-13% -$656K 0.03% 281
2014
Q2
$5.24M Buy
41,155
+741
+2% +$93.4K 0.04% 261
2014
Q1
$5.03M Buy
40,414
+463
+1% +$57.7K 0.02% 452
2013
Q4
$5.29M Sell
39,951
-3,594
-8% -$459K 0.02% 443
2013
Q3
$5.53M Buy
43,545
+122
+0.3% +$15.3K 0.02% 425
2013
Q2
$4.99M Buy
+43,423
New +$5.25M 0.02% 424

Other funds holding DEO