MGIA
Moneta Group Investment Advisors’s Darden Restaurants DRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-850
| Closed | -$72K | – | 450 |
|
|
2018
Q1 | $72K | Buy |
850
+847
| +28,233% | +$71.7K | 0.01% | 284 |
|
|
2017
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 477 |
|
|
2016
Q3 | – | Sell |
-21,775
| Closed | -$1.38M | – | 144 |
|
|
2016
Q2 | $1.38M | Buy |
21,775
+3,736
| +21% | +$237K | 0.3% | 52 |
|
|
2016
Q1 | $1.2M | Buy |
18,039
+12,939
| +254% | +$858K | 0.27% | 54 |
|
|
2015
Q4 | $325K | Sell |
5,100
-5,079
| -50% | -$401K | 0.08% | 102 |
|
|
2015
Q3 | $698K | Buy |
10,179
+2,034
| +25% | +$139K | 0.19% | 54 |
|
|
2015
Q2 | $579K | Buy |
+8,145
| New | +$579K | 0.18% | 68 |
|
|
2013
Q3 | – | Sell |
-4,025
| Closed | -$203K | – | 118 |
|
|
2013
Q2 | $203K | Buy |
+4,025
| New | +$203K | 0.14% | 112 |
|