CA
CapWealth Advisors’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-40
| Closed | -$3K | – | 278 |
|
|
2015
Q2 | $3K | Sell |
40
-10
| -20% | -$750 | ﹤0.01% | 257 |
|
|
2015
Q1 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 269 |
|
|
2014
Q4 | – | Sell |
-100
| Closed | -$6K | – | 137 |
|
|
2014
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 273 |
|
|
2014
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 283 |
|
|
2014
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 287 |
|
|
2013
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 290 |
|
|
2013
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 347 |
|
|
2013
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 343 |
|