One Wealth Advisors’s Darden Restaurants DRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,838
| Closed | -$263K | – | 217 |
|
|
2023
Q3 | $263K | Sell |
1,838
-455
| -20% | -$65.2K | 0.06% | 151 |
|
|
2023
Q2 | $383K | Sell |
2,293
-182
| -7% | -$30.4K | 0.08% | 128 |
|
|
2023
Q1 | $384K | Hold |
2,475
| – | – | 0.09% | 125 |
|
|
2022
Q4 | $342K | Buy |
+2,475
| New | +$342K | 0.08% | 129 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 580 |
|
|
2018
Q2 | – | Sell |
-543
| Closed | -$46K | – | 564 |
|
|
2018
Q1 | $46K | Sell |
543
-1,265
| -70% | -$107K | 0.04% | 253 |
|
|
2017
Q4 | $174K | Buy |
+1,808
| New | +$174K | 0.14% | 137 |
|