Tilia Fiduciary Partners’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 |
-65
| Closed | -$11.3K | – | 191 |
|
|
2023
Q2 | $11.3K | Hold |
65
| – | – | 0.01% | 365 |
|
|
2023
Q1 | $11.8K | Hold |
65
| – | – | 0.01% | 358 |
|
|
2022
Q4 | $11.6K | Hold |
65
| – | – | 0.01% | 349 |
|
|
2022
Q3 | $11K | Hold |
65
| – | – | 0.01% | 358 |
|
|
2022
Q2 | $11K | Hold |
65
| – | – | 0.01% | 374 |
|
|
2022
Q1 | $13K | Hold |
65
| – | – | 0.01% | 378 |
|
|
2021
Q4 | $14K | Buy |
+65
| New | +$14K | 0.01% | 381 |
|