MWS
Maxwell Wealth Strategies’s Darden Restaurants DRI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $1.41M | Sell |
7,564
-5
| -0.1% | -$933 | 0.58% | 48 |
|
2024
Q3 | $1.22M | Sell |
7,569
-766
| -9% | -$124K | 0.52% | 59 |
|
2024
Q2 | $1.26M | Sell |
8,335
-97
| -1% | -$14.7K | 0.62% | 54 |
|
2024
Q1 | $1.25M | Sell |
8,432
-8,105
| -49% | -$1.2M | 0.63% | 56 |
|
2023
Q4 | $2.72M | Buy |
+16,537
| New | +$2.72M | 1.78% | 17 |
|