Westshore Wealth’s Darden Restaurants DRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,500
| Closed | -$346K | – | 112 |
|
|
2022
Q4 | $346K | Hold |
2,500
| – | – | 0.2% | 61 |
|
|
2022
Q3 | $316K | Buy |
+2,500
| New | +$316K | 0.22% | 53 |
|
|
2022
Q2 | – | Sell |
-3,100
| Closed | -$412K | – | 101 |
|
|
2022
Q1 | $412K | Buy |
3,100
+1,500
| +94% | +$199K | 0.28% | 46 |
|
|
2021
Q4 | $241K | Buy |
+1,600
| New | +$241K | 0.17% | 73 |
|
|
2021
Q3 | – | Sell |
-7,452
| Closed | -$1.09M | – | 95 |
|
|
2021
Q2 | $1.09M | Hold |
7,452
| – | – | 0.56% | 32 |
|
|
2021
Q1 | $1.06M | Buy |
+7,452
| New | +$1.06M | 0.6% | 29 |
|