TWA
TCI Wealth Advisors’s Darden Restaurants DRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6
| Closed | -$931 | – | 764 |
|
|
2023
Q1 | $931 | Hold |
6
| – | – | ﹤0.01% | 2117 |
|
|
2022
Q4 | $830 | Hold |
6
| – | – | ﹤0.01% | 2138 |
|
|
2022
Q3 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 2073 |
|
|
2022
Q2 | – | Sell |
-106
| Closed | -$14K | – | 2331 |
|
|
2022
Q1 | $14K | Sell |
106
-1
| -0.9% | -$132 | ﹤0.01% | 872 |
|
|
2021
Q4 | $16K | Sell |
107
-20
| -16% | -$2.99K | ﹤0.01% | 814 |
|
|
2021
Q3 | $19K | Buy |
127
+88
| +226% | +$13.2K | ﹤0.01% | 692 |
|
|
2021
Q2 | $6K | Buy |
39
+11
| +39% | +$1.69K | ﹤0.01% | 1280 |
|
|
2021
Q1 | $4K | Buy |
+28
| New | +$4K | ﹤0.01% | 1336 |
|
|
2020
Q2 | – | Sell |
-603
| Closed | -$33K | – | 1490 |
|
|
2020
Q1 | $33K | Hold |
603
| – | – | 0.02% | 366 |
|
|
2019
Q4 | $66K | Hold |
603
| – | – | 0.03% | 322 |
|
|
2019
Q3 | $71K | Hold |
603
| – | – | 0.03% | 264 |
|
|
2019
Q2 | $73K | Hold |
603
| – | – | 0.03% | 253 |
|
|
2019
Q1 | $73K | Hold |
603
| – | – | 0.03% | 275 |
|
|
2018
Q4 | $60K | Hold |
603
| – | – | 0.03% | 279 |
|
|
2018
Q3 | $67K | Hold |
603
| – | – | 0.03% | 282 |
|
|
2018
Q2 | $65K | Buy |
603
+3
| +0.5% | +$323 | 0.03% | 284 |
|
|
2018
Q1 | $51K | Buy |
+600
| New | +$51K | 0.02% | 324 |
|