Mosaic Family Wealth’s Darden Restaurants DRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-67
| Closed | -$5K | – | 734 |
|
|
2017
Q3 | $5K | Hold |
67
| – | – | ﹤0.01% | 686 |
|
|
2017
Q2 | $6K | Hold |
67
| – | – | ﹤0.01% | 534 |
|
|
2017
Q1 | $6K | Buy |
67
+9
| +16% | +$806 | ﹤0.01% | 540 |
|
|
2016
Q4 | $4K | Hold |
58
| – | – | ﹤0.01% | 583 |
|
|
2016
Q3 | $4K | Hold |
58
| – | – | ﹤0.01% | 603 |
|
|
2016
Q2 | $4K | Hold |
58
| – | – | ﹤0.01% | 620 |
|
|
2016
Q1 | $3K | Buy |
+58
| New | +$3K | ﹤0.01% | 646 |
|