SWS
SYSTM Wealth Solutions’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,239
| Closed | -$408K | – | 237 |
|
|
2024
Q2 | $408K | Sell |
3,239
-4,577
| -59% | -$577K | 0.09% | 152 |
|
|
2024
Q1 | $1.17M | Sell |
7,816
-1,333
| -15% | -$200K | 0.15% | 176 |
|
|
2023
Q4 | $1.33M | Buy |
9,149
+3,663
| +67% | +$534K | 0.18% | 157 |
|
|
2023
Q3 | $818K | Sell |
5,486
-3,610
| -40% | -$539K | 0.13% | 212 |
|
|
2023
Q2 | $1.58M | Buy |
9,096
+1,233
| +16% | +$214K | 0.21% | 130 |
|
|
2023
Q1 | $1.42M | Buy |
7,863
+880
| +13% | +$159K | 0.22% | 122 |
|
|
2022
Q4 | $1.24M | Buy |
+6,983
| New | +$1.24M | 0.15% | 176 |
|