B. Riley 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 | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-3,132
| Closed | -$199K | – | 286 |
|
2015
Q2 | $199K | Sell |
3,132
-10,628
| -77% | -$675K | 0.16% | 188 |
|
2015
Q1 | $852K | Buy |
13,760
+783
| +6% | +$48.5K | 0.64% | 29 |
|
2014
Q4 | $680K | Buy |
+12,977
| New | +$680K | 0.56% | 38 |
|
2014
Q2 | – | Sell |
-171
| Closed | -$8K | – | 1108 |
|
2014
Q1 | $8K | Buy |
+171
| New | +$8K | 0.01% | 810 |
|