TritonPoint Wealth’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,465
| Closed | -$210K | – | 335 |
|
|
2024
Q3 | $210K | Sell |
1,465
-197
| -12% | -$28.2K | 0.02% | 320 |
|
|
2024
Q2 | $210K | Sell |
1,662
-1,127
| -40% | -$142K | 0.02% | 309 |
|
|
2024
Q1 | $347K | Buy |
2,789
+408
| +17% | +$50.7K | 0.04% | 244 |
|
|
2023
Q4 | $347K | Buy |
+2,381
| New | +$347K | 0.03% | 252 |
|