Avantax Planning Partners’s Darden Restaurants DRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,523
| Closed | -$275K | – | 283 |
|
|
2019
Q4 | $275K | Buy |
2,523
+65
| +3% | +$7.09K | 0.02% | 242 |
|
|
2019
Q3 | $291K | Sell |
2,458
-44
| -2% | -$5.21K | 0.02% | 239 |
|
|
2019
Q2 | $313K | Sell |
2,502
-66
| -3% | -$8.26K | 0.02% | 226 |
|
|
2019
Q1 | $312K | Sell |
2,568
-2
| -0.1% | -$243 | 0.02% | 224 |
|
|
2018
Q4 | $257K | Buy |
2,570
+2,080
| +424% | +$208K | 0.02% | 217 |
|
|
2018
Q3 | $54K | Buy |
+490
| New | +$54K | ﹤0.01% | 464 |
|
|
2018
Q2 | – | Sell |
-2,757
| Closed | -$235K | – | 539 |
|
|
2018
Q1 | $235K | Sell |
2,757
-181
| -6% | -$15.4K | 0.02% | 273 |
|
|
2017
Q4 | $282K | Sell |
2,938
-166
| -5% | -$15.9K | 0.03% | 233 |
|
|
2017
Q3 | $245K | Buy |
3,104
+316
| +11% | +$24.9K | 0.02% | 324 |
|
|
2017
Q2 | $252K | Buy |
2,788
+9
| +0.3% | +$813 | 0.02% | 288 |
|
|
2017
Q1 | $233K | Sell |
2,779
-108
| -4% | -$9.06K | 0.02% | 287 |
|
|
2016
Q4 | $210K | Buy |
+2,887
| New | +$210K | 0.02% | 290 |
|