TrueWealth LLC’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $6K | Hold |
43
| – | – | ﹤0.01% | 543 |
|
|
2020
Q1 | $5K | Sell |
43
-43
| -50% | -$5K | ﹤0.01% | 545 |
|
|
2019
Q4 | $15K | Hold |
86
| – | – | 0.01% | 411 |
|
|
2019
Q3 | $14K | Hold |
86
| – | – | 0.01% | 411 |
|
|
2019
Q2 | $15K | Buy |
86
+43
| +100% | +$7.5K | 0.01% | 409 |
|
|
2019
Q1 | $7K | Hold |
43
| – | – | ﹤0.01% | 511 |
|
|
2018
Q4 | $6K | Hold |
43
| – | – | ﹤0.01% | 508 |
|
|
2018
Q3 | $6K | Hold |
43
| – | – | ﹤0.01% | 569 |
|
|
2018
Q2 | $6K | Hold |
43
| – | – | ﹤0.01% | 573 |
|
|
2018
Q1 | $6K | Hold |
43
| – | – | ﹤0.01% | 530 |
|
|
2017
Q4 | $6K | Buy |
+43
| New | +$6K | ﹤0.01% | 603 |
|