PWAG
Polaris Wealth Advisory Group’s Darden Restaurants DRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-94,029
| Closed | -$9.75M | – | 185 |
|
|
2020
Q3 | $9.75M | Sell |
94,029
-10,130
| -10% | -$1.05M | 0.92% | 37 |
|
|
2020
Q2 | $7.93M | Buy |
+104,159
| New | +$7.93M | 0.63% | 46 |
|
|
2019
Q3 | – | Sell |
-198,200
| Closed | -$24.1M | – | 159 |
|
|
2019
Q2 | $24.1M | Sell |
198,200
-3,371
| -2% | -$410K | 1.83% | 25 |
|
|
2019
Q1 | $24.3M | Buy |
+201,571
| New | +$24.3M | 1.82% | 22 |
|