Wealthcare Capital Management’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-11
| Closed | -$2K | – | 217 |
|
|
2021
Q1 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 545 |
|
|
2020
Q1 | – | Sell |
-49
| Closed | -$8K | – | 349 |
|
|
2019
Q4 | $8K | Buy |
+49
| New | +$8K | ﹤0.01% | 204 |
|
|
2015
Q3 | – | Sell |
-50
| Closed | -$6K | – | 279 |
|
|
2015
Q2 | $6K | Sell |
50
-84
| -63% | -$10.1K | ﹤0.01% | 244 |
|
|
2015
Q1 | $15K | Buy |
+134
| New | +$15K | ﹤0.01% | 443 |
|
|
2014
Q4 | – | Sell |
-73
| Closed | -$8K | – | 213 |
|
|
2014
Q3 | $8K | Buy |
+73
| New | +$8K | ﹤0.01% | 169 |
|