Advocacy Wealth Management Services’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-94
| Closed | -$23K | – | 59 |
|
|
2022
Q3 | $23K | Hold |
94
| – | – | ﹤0.01% | 77 |
|
|
2022
Q2 | $23K | Hold |
94
| – | – | ﹤0.01% | 79 |
|
|
2022
Q1 | $21K | Buy |
94
+32
| +52% | +$7.15K | ﹤0.01% | 87 |
|
|
2021
Q4 | $15K | Buy |
+62
| New | +$15K | ﹤0.01% | 110 |
|
|
2020
Q1 | – | Sell |
-123
| Closed | -$19K | – | 120 |
|
|
2019
Q4 | $19K | Sell |
123
-33
| -21% | -$5.1K | 0.01% | 98 |
|
|
2019
Q3 | $25K | Sell |
156
-52
| -25% | -$8.33K | 0.02% | 82 |
|
|
2019
Q2 | $28K | Sell |
208
-63
| -23% | -$8.48K | 0.02% | 72 |
|
|
2019
Q1 | $32K | Hold |
271
| – | – | 0.03% | 47 |
|
|
2018
Q4 | $29K | Buy |
271
+133
| +96% | +$14.2K | 0.02% | 60 |
|
|
2018
Q3 | $15K | Hold |
138
| – | – | 0.01% | 107 |
|
|
2018
Q2 | $14K | Buy |
+138
| New | +$14K | 0.01% | 111 |
|
|
2016
Q3 | – | Sell |
-174
| Closed | -$16K | – | 373 |
|
|
2016
Q2 | $16K | Sell |
174
-14
| -7% | -$1.29K | 0.01% | 257 |
|
|
2016
Q1 | $16K | Buy |
188
+66
| +54% | +$5.62K | 0.01% | 312 |
|
|
2015
Q4 | $9K | Buy |
+122
| New | +$9K | 0.01% | 363 |
|