TFO Wealth Partners’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-9
| Closed | -$2K | – | 222 |
|
|
2022
Q2 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 306 |
|
|
2021
Q4 | – | Sell |
-33
| Closed | -$6K | – | 150 |
|
|
2021
Q3 | $6K | Buy |
+33
| New | +$6K | ﹤0.01% | 109 |
|
|
2020
Q4 | – | Sell |
-21
| Closed | -$3K | – | 97 |
|
|
2020
Q3 | $3K | Buy |
+21
| New | +$3K | ﹤0.01% | 120 |
|