LWM
LBA Wealth Management’s Darden Restaurants DRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $832K | Buy |
9,940
+1,175
| +13% | +$98.4K | 0.44% | 42 |
|
|
2016
Q4 | $637K | Sell |
8,765
-475
| -5% | -$34.5K | 0.35% | 51 |
|
|
2016
Q3 | $567K | Sell |
9,240
-35
| -0.4% | -$2.15K | 0.32% | 55 |
|
|
2016
Q2 | $587K | Buy |
9,275
+700
| +8% | +$44.3K | 0.33% | 53 |
|
|
2016
Q1 | $569K | Buy |
8,575
+10
| +0.1% | +$664 | 0.33% | 53 |
|
|
2015
Q4 | $545K | Buy |
8,565
+475
| +6% | +$30.2K | 0.31% | 55 |
|
|
2015
Q3 | $554K | Sell |
8,090
-990
| -11% | -$67.8K | 0.35% | 47 |
|
|
2015
Q2 | $645K | Buy |
9,080
+290
| +3% | +$20.6K | 0.4% | 42 |
|
|
2015
Q1 | $609K | Buy |
8,790
+1,225
| +16% | +$84.9K | 0.38% | 46 |
|
|
2014
Q4 | $444K | Buy |
7,565
+3,175
| +72% | +$186K | 0.29% | 53 |
|
|
2014
Q3 | $226K | Sell |
4,390
-350
| -7% | -$18K | 0.16% | 74 |
|
|
2014
Q2 | $219K | Sell |
4,740
-225
| -5% | -$10.4K | 0.18% | 76 |
|
|
2014
Q1 | $252K | Buy |
4,965
+1,025
| +26% | +$52K | 0.21% | 69 |
|
|
2013
Q4 | $214K | Buy |
+3,940
| New | +$214K | 0.18% | 73 |
|