Wright Investors Service’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,530
| Closed | -$303K | – | 218 |
|
|
2017
Q2 | $303K | Sell |
2,530
-750
| -23% | -$89.8K | 0.11% | 186 |
|
|
2017
Q1 | $379K | Buy |
+3,280
| New | +$379K | 0.15% | 177 |
|
|
2014
Q1 | – | Sell |
-8,730
| Closed | -$1.16M | – | 216 |
|
|
2013
Q4 | $1.16M | Buy |
+8,730
| New | +$1.16M | 0.51% | 52 |
|