JWS
Juncture Wealth Strategies’s Darden Restaurants DRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,405
| Closed | -$213K | – | 122 |
|
|
2024
Q2 | $213K | Sell |
1,405
-704
| -33% | -$107K | 0.09% | 108 |
|
|
2024
Q1 | $353K | Sell |
2,109
-699
| -25% | -$117K | 0.15% | 82 |
|
|
2023
Q4 | $461K | Sell |
2,808
-300
| -10% | -$49.3K | 0.21% | 77 |
|
|
2023
Q3 | $445K | Sell |
3,108
-1,000
| -24% | -$143K | 0.22% | 87 |
|
|
2023
Q2 | $686K | Buy |
4,108
+299
| +8% | +$50K | 0.32% | 63 |
|
|
2023
Q1 | $591K | Sell |
3,809
-400
| -10% | -$62.1K | 0.29% | 66 |
|
|
2022
Q4 | $582K | Sell |
4,209
-500
| -11% | -$69.2K | 0.28% | 64 |
|
|
2022
Q3 | $595K | Buy |
4,709
+800
| +20% | +$101K | 0.3% | 61 |
|
|
2022
Q2 | $442K | Buy |
3,909
+5
| +0.1% | +$565 | 0.22% | 73 |
|
|
2022
Q1 | $519K | Buy |
3,904
+194
| +5% | +$25.8K | 0.25% | 79 |
|
|
2021
Q4 | $559K | Buy |
3,710
+697
| +23% | +$105K | 0.27% | 74 |
|
|
2021
Q3 | $456K | Buy |
3,013
+1,109
| +58% | +$168K | 0.24% | 77 |
|
|
2021
Q2 | $267K | Buy |
+1,904
| New | +$267K | 0.15% | 94 |
|
|
2021
Q1 | – | Sell |
-2,300
| Closed | -$274K | – | 108 |
|
|
2020
Q4 | $274K | Buy |
+2,300
| New | +$274K | 0.17% | 96 |
|
|
2020
Q1 | – | Sell |
-6,900
| Closed | -$752K | – | 89 |
|
|
2019
Q4 | $752K | Hold |
6,900
| – | – | 0.59% | 46 |
|
|
2019
Q3 | $816K | Buy |
6,900
+1,400
| +25% | +$166K | 0.72% | 40 |
|
|
2019
Q2 | $670K | Sell |
5,500
-1,900
| -26% | -$231K | 0.54% | 48 |
|
|
2019
Q1 | $899K | Buy |
7,400
+600
| +9% | +$72.9K | 0.69% | 36 |
|
|
2018
Q4 | $679K | Sell |
6,800
-1,800
| -21% | -$180K | 0.46% | 48 |
|
|
2018
Q3 | $956K | Sell |
8,600
-400
| -4% | -$44.5K | 0.5% | 51 |
|
|
2018
Q2 | $964K | Buy |
9,000
+100
| +1% | +$10.7K | 0.52% | 46 |
|
|
2018
Q1 | $759K | Sell |
8,900
-900
| -9% | -$76.8K | 0.42% | 56 |
|
|
2017
Q4 | $941K | Buy |
9,800
+700
| +8% | +$67.2K | 0.53% | 49 |
|
|
2017
Q3 | $717K | Sell |
9,100
-900
| -9% | -$70.9K | 0.4% | 56 |
|
|
2017
Q2 | $904K | Sell |
10,000
-4,400
| -31% | -$398K | 0.52% | 47 |
|
|
2017
Q1 | $1.21M | Sell |
14,400
-600
| -4% | -$50.2K | 0.74% | 36 |
|
|
2016
Q4 | $1.09M | Sell |
15,000
-900
| -6% | -$65.5K | 0.76% | 39 |
|
|
2016
Q3 | $975K | Buy |
15,900
+300
| +2% | +$18.4K | 0.66% | 41 |
|
|
2016
Q2 | $988K | Buy |
15,600
+200
| +1% | +$12.7K | 0.7% | 38 |
|
|
2016
Q1 | $1.02M | Hold |
15,400
| – | – | 0.75% | 29 |
|
|
2015
Q4 | $980K | Buy |
15,400
+1,900
| +14% | +$121K | 0.73% | 31 |
|
|
2015
Q3 | $925K | Buy |
13,500
+1,000
| +8% | +$68.5K | 0.75% | 27 |
|
|
2015
Q2 | $889K | Buy |
12,500
+200
| +2% | +$14.2K | 0.72% | 28 |
|
|
2015
Q1 | $853K | Sell |
12,300
-20,424
| -62% | -$1.42M | 0.7% | 32 |
|
|
2014
Q4 | $2.16M | Buy |
+32,724
| New | +$2.16M | 1.04% | 21 |
|