Waldron Private Wealth’s Diageo DEO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,540	Closed	-$259K	–	258
2019 Q4	$259K	Sell	1,540 -75	-5%	-$12.6K	0.02%	226
2019 Q3	$264K	Buy	+1,615	New	+$264K	0.03%	205