TD Ameritrade Investment Management’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 |
-73
| Closed | -$13K | – | 109 |
|
|
2023
Q2 | $13K | Sell |
73
-2
| -3% | -$356 | ﹤0.01% | 326 |
|
|
2023
Q1 | $14K | Hold |
75
| – | – | ﹤0.01% | 342 |
|
|
2022
Q4 | $13K | Sell |
75
-79
| -51% | -$13.7K | ﹤0.01% | 360 |
|
|
2022
Q3 | $26K | Buy |
154
+3
| +2% | +$506 | ﹤0.01% | 315 |
|
|
2022
Q2 | $26K | Sell |
151
-73
| -33% | -$12.6K | ﹤0.01% | 359 |
|
|
2022
Q1 | $46K | Buy |
224
+15
| +7% | +$3.08K | ﹤0.01% | 361 |
|
|
2021
Q4 | $46K | Sell |
209
-941
| -82% | -$207K | ﹤0.01% | 355 |
|
|
2021
Q3 | $158K | Buy |
1,150
+930
| +423% | +$128K | ﹤0.01% | 224 |
|
|
2021
Q2 | $42K | Sell |
220
-900
| -80% | -$172K | ﹤0.01% | 357 |
|
|
2021
Q1 | $178K | Hold |
1,120
| – | – | ﹤0.01% | 225 |
|
|
2020
Q4 | $178K | Sell |
1,120
-30
| -3% | -$4.77K | ﹤0.01% | 225 |
|
|
2020
Q3 | $158K | Buy |
1,150
+94
| +9% | +$12.9K | ﹤0.01% | 224 |
|
|
2020
Q2 | $142K | Buy |
1,056
+68
| +7% | +$9.14K | ﹤0.01% | 225 |
|
|
2020
Q1 | $126K | Sell |
988
-34
| -3% | -$4.34K | ﹤0.01% | 224 |
|
|
2019
Q4 | $172K | Buy |
1,022
+480
| +89% | +$80.8K | ﹤0.01% | 204 |
|
|
2019
Q3 | $89K | Buy |
542
+400
| +282% | +$65.7K | ﹤0.01% | 221 |
|
|
2019
Q2 | $24K | Buy |
142
+114
| +407% | +$19.3K | ﹤0.01% | 317 |
|
|
2019
Q1 | $5K | Sell |
28
-39
| -58% | -$6.96K | ﹤0.01% | 439 |
|
|
2018
Q4 | $10K | Sell |
67
-156
| -70% | -$23.3K | ﹤0.01% | 349 |
|
|
2018
Q3 | $32K | Buy |
223
+215
| +2,688% | +$30.9K | ﹤0.01% | 238 |
|
|
2018
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 413 |
|