WFG Advisors’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $39K | Buy |
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|
2017
Q1 | $34K | Buy |
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|
2016
Q4 | $6K | Sell |
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|
2016
Q3 | $28K | Sell |
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|
2016
Q2 | $32K | Buy |
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|
2016
Q1 | $23K | Buy |
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|
2015
Q4 | $17K | Hold |
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|
2015
Q3 | $17K | Hold |
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|
2015
Q2 | $18K | Sell |
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|
2015
Q1 | $23K | Sell |
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|
2014
Q4 | $350K | Sell |
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|
2014
Q3 | $512K | Sell |
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|
2014
Q2 | $736K | Buy |
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|
2014
Q1 | $702K | Buy |
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|
2013
Q4 | $581K | Buy |
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|
2013
Q3 | $557K | Sell |
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|
2013
Q2 | $516K | Buy |
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