9258 Wealth Management’s Darden Restaurants DRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,036
| Closed | -$340K | – | 346 |
|
|
2024
Q1 | $340K | Sell |
2,036
-3
| -0.1% | -$501 | 0.05% | 249 |
|
|
2023
Q4 | $335K | Sell |
2,039
-9
| -0.4% | -$1.48K | 0.06% | 238 |
|
|
2023
Q3 | $293K | Hold |
2,048
| – | – | 0.06% | 254 |
|
|
2023
Q2 | $342K | Buy |
2,048
+195
| +11% | +$32.6K | 0.06% | 237 |
|
|
2023
Q1 | $288K | Buy |
1,853
+297
| +19% | +$46.1K | 0.06% | 254 |
|
|
2022
Q4 | $215K | Buy |
+1,556
| New | +$215K | 0.05% | 296 |
|