RWA
Ropes Wealth Advisors’s Darden Restaurants DRI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $284K | Sell |
1,980
-31
| -2% | -$4.44K | 0.06% | 217 |
|
2023
Q2 | $336K | Buy |
2,011
+49
| +2% | +$8.19K | 0.06% | 214 |
|
2023
Q1 | $304K | Buy |
1,962
+11
| +0.6% | +$1.71K | 0.06% | 216 |
|
2022
Q4 | $270K | Buy |
1,951
+41
| +2% | +$5.67K | 0.05% | 234 |
|
2022
Q3 | $241K | Buy |
+1,910
| New | +$241K | 0.05% | 221 |
|
2021
Q1 | – | Sell |
-525
| Closed | -$63K | – | 388 |
|
2020
Q4 | $63K | Hold |
525
| – | – | 0.01% | 353 |
|
2020
Q3 | $53K | Hold |
525
| – | – | 0.01% | 325 |
|
2020
Q2 | $40K | Hold |
525
| – | – | 0.01% | 327 |
|
2020
Q1 | $29K | Hold |
525
| – | – | 0.01% | 335 |
|
2019
Q4 | $57K | Hold |
525
| – | – | 0.01% | 324 |
|
2019
Q3 | $62K | Hold |
525
| – | – | 0.01% | 319 |
|
2019
Q2 | $64K | Hold |
525
| – | – | 0.01% | 315 |
|
2019
Q1 | $64K | Hold |
525
| – | – | 0.02% | 303 |
|
2018
Q4 | $52K | Hold |
525
| – | – | 0.02% | 306 |
|
2018
Q3 | $58K | Hold |
525
| – | – | 0.01% | 324 |
|
2018
Q2 | $56K | Hold |
525
| – | – | 0.02% | 341 |
|
2018
Q1 | $45K | Hold |
525
| – | – | 0.01% | 340 |
|
2017
Q4 | $50K | Hold |
525
| – | – | 0.01% | 351 |
|
2017
Q3 | $41K | Sell |
525
-160
| -23% | -$12.5K | 0.01% | 350 |
|
2017
Q2 | $62K | Sell |
685
-3
| -0.4% | -$272 | 0.02% | 306 |
|
2017
Q1 | $58K | Buy |
688
+3
| +0.4% | +$253 | 0.02% | 308 |
|
2016
Q4 | $50K | Buy |
685
+160
| +30% | +$11.7K | 0.02% | 314 |
|
2016
Q3 | $32K | Hold |
525
| – | – | 0.01% | 316 |
|
2016
Q2 | $33K | Sell |
525
-57
| -10% | -$3.58K | 0.01% | 298 |
|
2016
Q1 | $39K | Buy |
582
+57
| +11% | +$3.82K | 0.02% | 235 |
|
2015
Q4 | $33K | Hold |
525
| – | – | 0.01% | 269 |
|
2015
Q3 | $36K | Hold |
525
| – | – | 0.02% | 282 |
|
2015
Q2 | $37K | Hold |
525
| – | – | 0.02% | 206 |
|
2015
Q1 | $36K | Buy |
+525
| New | +$36K | 0.02% | 208 |
|