Atwater Malick’s Donegal Group Class A DGICA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-19,876
| Closed | -$302K | – | 43 |
|
|
2020
Q1 | $302K | Buy |
19,876
+2,500
| +14% | +$38K | 0.29% | 34 |
|
|
2019
Q4 | $258K | Hold |
17,376
| – | – | 0.21% | 35 |
|
|
2019
Q3 | $255K | Buy |
17,376
+1,312
| +8% | +$19.3K | 0.21% | 35 |
|
|
2019
Q2 | $245K | Buy |
16,064
+1,064
| +7% | +$16.2K | 0.22% | 35 |
|
|
2019
Q1 | $202K | Hold |
15,000
| – | – | 0.2% | 35 |
|
|
2018
Q4 | $205K | Buy |
+15,000
| New | +$205K | 0.23% | 34 |
|