LWAM
Legacy Wealth Asset Management’s Darden Restaurants DRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,879
| Closed | -$284K | – | 347 |
|
|
2024
Q2 | $284K | Buy |
1,879
+23
| +1% | +$3.48K | 0.08% | 303 |
|
|
2024
Q1 | $310K | Sell |
1,856
-11
| -0.6% | -$1.84K | 0.09% | 296 |
|
|
2023
Q4 | $307K | Buy |
1,867
+6
| +0.3% | +$986 | 0.1% | 284 |
|
|
2023
Q3 | $267K | Sell |
1,861
-52
| -3% | -$7.45K | 0.1% | 289 |
|
|
2023
Q2 | $320K | Buy |
1,913
+37
| +2% | +$6.18K | 0.11% | 280 |
|
|
2023
Q1 | $291K | Buy |
+1,876
| New | +$291K | 0.11% | 288 |
|