Alta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,054
| Closed | -$688K | – | 131 |
|
|
2023
Q2 | $688K | Sell |
4,054
-17
| -0.4% | -$2.89K | 0.4% | 72 |
|
|
2023
Q1 | $857K | Sell |
4,071
-279
| -6% | -$58.7K | 0.54% | 59 |
|
|
2022
Q4 | $1.07M | Buy |
4,350
+214
| +5% | +$52.7K | 0.72% | 36 |
|
|
2022
Q3 | $992K | Buy |
4,136
+100
| +2% | +$24K | 0.71% | 35 |
|
|
2022
Q2 | $989K | Sell |
4,036
-12
| -0.3% | -$2.94K | 0.69% | 39 |
|
|
2022
Q1 | $901K | Sell |
4,048
-1,188
| -23% | -$264K | 0.53% | 55 |
|
|
2021
Q4 | $1.24M | Buy |
5,236
+121
| +2% | +$28.5K | 0.76% | 37 |
|
|
2021
Q3 | $1.09M | Sell |
5,115
-28
| -0.5% | -$5.94K | 0.79% | 35 |
|
|
2021
Q2 | $1.11M | Buy |
5,143
+78
| +2% | +$16.9K | 0.82% | 35 |
|
|
2021
Q1 | $1.03M | Buy |
5,065
+44
| +0.9% | +$8.91K | 0.86% | 33 |
|
|
2020
Q4 | $1.06M | Buy |
+5,021
| New | +$1.06M | 0.89% | 32 |
|