BFA
FDO
Bragg Financial Advisors’s FAMILY DOLLAR STORES FDO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-5,825
| Closed | -$459K | – | 234 |
|
|
2015
Q2 | $459K | Hold |
5,825
| – | – | 0.11% | 187 |
|
|
2015
Q1 | $462K | Hold |
5,825
| – | – | 0.11% | 186 |
|
|
2014
Q4 | $461K | Hold |
5,825
| – | – | 0.11% | 180 |
|
|
2014
Q3 | $450K | Hold |
5,825
| – | – | 0.11% | 180 |
|
|
2014
Q2 | $385K | Sell |
5,825
-356
| -6% | -$23.5K | 0.09% | 194 |
|
|
2014
Q1 | $359K | Sell |
6,181
-470
| -7% | -$27.3K | 0.09% | 197 |
|
|
2013
Q4 | $432K | Sell |
6,651
-254
| -4% | -$16.5K | 0.1% | 191 |
|
|
2013
Q3 | $497K | Hold |
6,905
| – | – | 0.13% | 175 |
|
|
2013
Q2 | $430K | Buy |
+6,905
| New | +$430K | 0.12% | 181 |
|