Lyons 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-6,935
| Closed | -$690K | – | 22 |
|
|
2018
Q4 | $690K | Sell |
6,935
-658
| -9% | -$65.5K | 2.25% | 16 |
|
|
2018
Q3 | $843K | Sell |
7,593
-407
| -5% | -$45.2K | 1.67% | 21 |
|
|
2018
Q2 | $857K | Sell |
8,000
-825
| -9% | -$88.4K | 1.23% | 16 |
|
|
2018
Q1 | $752K | Buy |
8,825
+468
| +6% | +$39.9K | 1.14% | 28 |
|
|
2017
Q4 | $804K | Sell |
8,357
-193
| -2% | -$18.6K | 1.31% | 23 |
|
|
2017
Q3 | $674K | Sell |
8,550
-1,191
| -12% | -$93.9K | 1.01% | 29 |
|
|
2017
Q2 | $879K | Buy |
+9,741
| New | +$879K | 1.23% | 20 |
|
|
2013
Q4 | – | Sell |
-1,197
| Closed | -$49K | – | 62 |
|
|
2013
Q3 | $49K | Hold |
1,197
| – | – | 0.04% | 52 |
|
|
2013
Q2 | $54K | Buy |
+1,197
| New | +$54K | 0.05% | 66 |
|