Financial Architects (New Jersey)’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 |
-639
| Closed | -$70K | – | 856 |
|
|
2019
Q4 | $70K | Buy |
639
+4
| +0.6% | +$438 | 0.02% | 379 |
|
|
2019
Q3 | $75K | Hold |
635
| – | – | 0.02% | 369 |
|
|
2019
Q2 | $77K | Buy |
635
+15
| +2% | +$1.82K | 0.01% | 378 |
|
|
2019
Q1 | $75K | Hold |
620
| – | – | 0.01% | 466 |
|
|
2018
Q4 | $62K | Hold |
620
| – | – | 0.01% | 456 |
|
|
2018
Q3 | $69K | Hold |
620
| – | – | 0.01% | 475 |
|
|
2018
Q2 | $66K | Sell |
620
-1,239
| -67% | -$132K | 0.01% | 491 |
|
|
2018
Q1 | $159K | Buy |
1,859
+42
| +2% | +$3.59K | 0.03% | 314 |
|
|
2017
Q4 | $175K | Sell |
1,817
-337
| -16% | -$32.5K | 0.03% | 314 |
|
|
2017
Q3 | $170K | Sell |
2,154
-96
| -4% | -$7.58K | 0.03% | 338 |
|
|
2017
Q2 | $203K | Sell |
2,250
-124
| -5% | -$11.2K | 0.04% | 284 |
|
|
2017
Q1 | $199K | Sell |
2,374
-103
| -4% | -$8.63K | 0.04% | 279 |
|
|
2016
Q4 | $181K | Buy |
2,477
+1,857
| +300% | +$136K | 0.04% | 266 |
|
|
2016
Q3 | $38K | Hold |
620
| – | – | 0.01% | 647 |
|
|
2016
Q2 | $39K | Hold |
620
| – | – | 0.01% | 600 |
|
|
2016
Q1 | $41K | Buy |
+620
| New | +$41K | 0.01% | 426 |
|
|
2015
Q3 | – | Sell |
-708
| Closed | -$45K | – | 387 |
|
|
2015
Q2 | $45K | Hold |
708
| – | – | 0.02% | 448 |
|
|
2015
Q1 | $44K | Hold |
708
| – | – | 0.02% | 420 |
|
|
2014
Q4 | $37K | Sell |
708
-881
| -55% | -$46K | 0.02% | 397 |
|
|
2014
Q3 | $73K | Sell |
1,589
-111
| -7% | -$5.1K | 0.04% | 268 |
|
|
2014
Q2 | $70K | Buy |
+1,700
| New | +$70K | 0.03% | 281 |
|
|
2013
Q4 | – | Sell |
-917
| Closed | -$38K | – | 263 |
|
|
2013
Q3 | $38K | Hold |
917
| – | – | 0.02% | 279 |
|
|
2013
Q2 | $41K | Buy |
+917
| New | +$41K | 0.03% | 258 |
|