SWM
SVA Wealth Management’s Darden Restaurants DRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-10,432
| Closed | -$692K | – | 205 |
|
|
2016
Q1 | $692K | Sell |
10,432
-3,402
| -25% | -$226K | 0.11% | 124 |
|
|
2015
Q4 | $880K | Buy |
13,834
+70
| +0.5% | +$4.45K | 0.15% | 122 |
|
|
2015
Q3 | $943K | Sell |
13,764
-134
| -1% | -$9.18K | 0.18% | 117 |
|
|
2015
Q2 | $988K | Sell |
13,898
-100
| -0.7% | -$7.11K | 0.18% | 116 |
|
|
2015
Q1 | $971K | Buy |
13,998
+846
| +6% | +$58.7K | 0.18% | 119 |
|
|
2014
Q4 | $771K | Buy |
13,152
+1,223
| +10% | +$71.7K | 0.28% | 83 |
|
|
2014
Q3 | $614K | Buy |
11,929
+758
| +7% | +$39K | 0.26% | 89 |
|
|
2014
Q2 | $517K | Buy |
11,171
+688
| +7% | +$31.8K | 0.22% | 100 |
|
|
2014
Q1 | $532K | Buy |
10,483
+1,170
| +13% | +$59.4K | 0.25% | 90 |
|
|
2013
Q4 | $506K | Buy |
+9,313
| New | +$506K | 0.3% | 84 |
|