Integrated 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 | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-72
| Closed | -$4K | – | 418 |
|
2016
Q3 | $4K | Buy |
+72
| New | +$4K | ﹤0.01% | 943 |
|
2016
Q2 | – | Sell |
-32
| Closed | -$2K | – | 1310 |
|
2016
Q1 | $2K | Hold |
32
| – | – | ﹤0.01% | 979 |
|
2015
Q4 | $2K | Sell |
32
-228
| -88% | -$14.3K | ﹤0.01% | 1072 |
|
2015
Q3 | $16K | Hold |
260
| – | – | 0.01% | 639 |
|
2015
Q2 | $16K | Hold |
260
| – | – | 0.01% | 664 |
|
2015
Q1 | $16K | Buy |
+260
| New | +$16K | 0.01% | 624 |
|