Wallace Advisory Group’s Darden Restaurants DRI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-1,232
| Closed | -$202K | – | 184 |
|
2024
Q1 | $202K | Buy |
+1,232
| New | +$202K | 0.15% | 164 |
|
2023
Q4 | – | Sell |
-1,401
| Closed | -$234K | – | 170 |
|
2023
Q3 | $234K | Sell |
1,401
-29
| -2% | -$4.85K | 0.17% | 148 |
|
2023
Q2 | $222K | Hold |
1,430
| – | – | 0.17% | 147 |
|
2023
Q1 | $222K | Buy |
+1,430
| New | +$222K | 0.17% | 147 |
|