Altium Wealth Management’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $273K | Sell |
1,114
-5
| -0.4% | -$1.23K | 0.02% | 312 |
|
|
2022
Q1 | $249K | Sell |
1,119
-308
| -22% | -$68.5K | 0.02% | 336 |
|
|
2021
Q4 | $336K | Buy |
1,427
+349
| +32% | +$82.2K | 0.02% | 313 |
|
|
2021
Q3 | $229K | Sell |
1,078
-3
| -0.3% | -$637 | 0.02% | 341 |
|
|
2021
Q2 | $234K | Sell |
1,081
-297
| -22% | -$64.3K | 0.02% | 343 |
|
|
2021
Q1 | $279K | Sell |
1,378
-246
| -15% | -$49.8K | 0.02% | 309 |
|
|
2020
Q4 | $341K | Buy |
1,624
+194
| +14% | +$40.7K | 0.03% | 263 |
|
|
2020
Q3 | $300K | Buy |
1,430
+134
| +10% | +$28.1K | 0.03% | 265 |
|
|
2020
Q2 | $247K | Buy |
+1,296
| New | +$247K | 0.03% | 287 |
|
|
2018
Q3 | – | Sell |
-2,238
| Closed | -$221K | – | 306 |
|
|
2018
Q2 | $221K | Buy |
+2,238
| New | +$221K | 0.06% | 232 |
|