Heritage Wealth Management (Arizona)’s Darden Restaurants DRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $77.5K | Buy |
560
+280
| +100% | +$38.7K | 0.01% | 446 |
|
|
2022
Q3 | $35K | Buy |
280
+5
| +2% | +$625 | 0.01% | 452 |
|
|
2022
Q2 | $31.1K | Sell |
275
-66
| -19% | -$7.47K | 0.01% | 486 |
|
|
2022
Q1 | $45K | Buy |
+341
| New | +$45K | 0.01% | 490 |
|
|
2021
Q3 | $52K | Hold |
341
| – | – | 0.02% | 437 |
|
|
2021
Q2 | $50K | Hold |
341
| – | – | 0.02% | 450 |
|
|
2021
Q1 | $48K | Buy |
+341
| New | +$48K | 0.03% | 382 |
|