Braun-Bostich & Associates’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 | – | Sell |
-1,289
| Closed | -$287K | – | 66 |
|
2022
Q1 | $287K | Buy |
+1,289
| New | +$287K | 0.62% | 53 |
|
2021
Q4 | – | Sell |
-1,966
| Closed | -$417K | – | 113 |
|
2021
Q3 | $417K | Sell |
1,966
-20
| -1% | -$4.24K | 0.79% | 38 |
|
2021
Q2 | $430K | Buy |
1,986
+30
| +2% | +$6.5K | 0.78% | 37 |
|
2021
Q1 | $396K | Buy |
1,956
+473
| +32% | +$95.8K | 0.76% | 39 |
|
2020
Q4 | $312K | Buy |
+1,483
| New | +$312K | 0.63% | 38 |
|