XWM
Xcel Wealth Management’s Darden Restaurants DRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,600
| Closed | -$202K | – | 130 |
|
|
2022
Q3 | $202K | Buy |
+1,600
| New | +$202K | 0.08% | 115 |
|
|
2022
Q2 | – | Sell |
-2,670
| Closed | -$355K | – | 128 |
|
|
2022
Q1 | $355K | Sell |
2,670
-920
| -26% | -$122K | 0.1% | 112 |
|
|
2021
Q4 | $541K | Sell |
3,590
-2,000
| -36% | -$301K | 0.14% | 99 |
|
|
2021
Q3 | $847K | Sell |
5,590
-400
| -7% | -$60.6K | 0.25% | 71 |
|
|
2021
Q2 | $874K | Sell |
5,990
-6,375
| -52% | -$930K | 0.26% | 71 |
|
|
2021
Q1 | $1.76M | Sell |
12,365
-260
| -2% | -$36.9K | 0.63% | 41 |
|
|
2020
Q4 | $1.5M | Hold |
12,625
| – | – | 0.65% | 40 |
|
|
2020
Q3 | $1.27M | Sell |
12,625
-702
| -5% | -$70.7K | 0.65% | 39 |
|
|
2020
Q2 | $1.01M | Sell |
13,327
-1,898
| -12% | -$144K | 0.63% | 39 |
|
|
2020
Q1 | $829K | Buy |
+15,225
| New | +$829K | 0.75% | 39 |
|