WFG Advisors’s Darden Restaurants DRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $37K | Buy |
+410
| New | +$37K | 0.01% | 777 |
|
|
2017
Q1 | – | Sell |
-78
| Closed | -$6K | – | 1519 |
|
|
2016
Q4 | $6K | Buy |
78
+77
| +7,700% | +$5.92K | ﹤0.01% | 1216 |
|
|
2016
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1593 |
|
|
2016
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 1585 |
|
|
2016
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 1551 |
|
|
2015
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 1582 |
|
|
2015
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1623 |
|
|
2015
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 1680 |
|
|
2015
Q1 | $0 | Sell |
1
-64,906
| -100% | – | ﹤0.01% | 1810 |
|
|
2014
Q4 | $3.4M | Hold |
64,907
| – | – | 0.69% | 17 |
|
|
2014
Q3 | $2.99M | Sell |
64,907
-559
| -0.9% | -$25.7K | 0.57% | 24 |
|
|
2014
Q2 | $2.71M | Hold |
65,466
| – | – | 0.51% | 29 |
|
|
2014
Q1 | $2.97M | Hold |
65,466
| – | – | 0.6% | 22 |
|
|
2013
Q4 | $3.18M | Sell |
65,466
-1,147
| -2% | -$55.8K | 0.45% | 37 |
|
|
2013
Q3 | $2.76M | Buy |
66,613
+1,231
| +2% | +$50.9K | 0.43% | 46 |
|
|
2013
Q2 | $2.95M | Buy |
+65,382
| New | +$2.95M | 0.49% | 39 |
|