Transamerica Financial Advisors’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-7
| Closed | -$1K | – | 232 |
|
|
2020
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 351 |
|
|
2019
Q3 | – | Sell |
-11
| Closed | -$2K | – | 175 |
|
|
2019
Q2 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 375 |
|
|
2019
Q1 | – | Sell |
-11
| Closed | -$2K | – | 163 |
|
|
2018
Q4 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 349 |
|
|
2014
Q3 | – | Sell |
-55
| Closed | -$7K | – | 689 |
|
|
2014
Q2 | $7K | Hold |
55
| – | – | ﹤0.01% | 526 |
|
|
2014
Q1 | $7K | Hold |
55
| – | – | ﹤0.01% | 489 |
|
|
2013
Q4 | $8K | Hold |
55
| – | – | ﹤0.01% | 470 |
|
|
2013
Q3 | $7K | Hold |
55
| – | – | ﹤0.01% | 461 |
|
|
2013
Q2 | $7K | Buy |
+55
| New | +$7K | ﹤0.01% | 446 |
|