180 Wealth Advisors’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-7,814
| Closed | -$1.66M | – | 383 |
|
|
2021
Q3 | $1.66M | Buy |
7,814
+229
| +3% | +$48.7K | 0.37% | 74 |
|
|
2021
Q2 | $1.81M | Sell |
7,585
-1,021
| -12% | -$243K | 0.41% | 63 |
|
|
2021
Q1 | $1.77M | Buy |
8,606
+601
| +8% | +$123K | 0.44% | 63 |
|
|
2020
Q4 | $1.65M | Buy |
8,005
+105
| +1% | +$21.6K | 0.48% | 56 |
|
|
2020
Q3 | $1.72M | Buy |
7,900
+1
| +0% | +$218 | 0.64% | 37 |
|
|
2020
Q2 | $1.49M | Buy |
7,899
+36
| +0.5% | +$6.79K | 0.59% | 38 |
|
|
2020
Q1 | $1.26M | Buy |
7,863
+913
| +13% | +$146K | 0.65% | 37 |
|
|
2019
Q4 | $1.09M | Buy |
6,950
+864
| +14% | +$135K | 0.43% | 65 |
|
|
2019
Q3 | $987K | Buy |
6,086
+651
| +12% | +$106K | 0.44% | 62 |
|
|
2019
Q2 | $718K | Sell |
5,435
-208
| -4% | -$27.5K | 0.32% | 90 |
|
|
2019
Q1 | $690K | Buy |
+5,643
| New | +$690K | 0.31% | 86 |
|