SWM
Selective Wealth Management’s Darden Restaurants DRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-316
| Closed | -$40K | – | 261 |
|
|
2022
Q3 | $40K | Hold |
316
| – | – | 0.02% | 319 |
|
|
2022
Q2 | $36K | Buy |
316
+272
| +618% | +$31K | 0.01% | 369 |
|
|
2022
Q1 | $6K | Buy |
+44
| New | +$6K | ﹤0.01% | 582 |
|
|
2020
Q1 | – | Sell |
-19
| Closed | -$2K | – | 336 |
|
|
2019
Q4 | $2K | Hold |
19
| – | – | ﹤0.01% | 282 |
|
|
2019
Q3 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 286 |
|
|
2018
Q3 | $2K | Buy |
+19
| New | +$2K | 0.02% | 141 |
|