Cascadia Advisory Services’s Dollar General DG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$3.17M Buy
14,951
+252
+2% +$53.5K 0.64% 39
2021
Q2
$3.18M Buy
14,699
+2,848
+24% +$616K 0.69% 33
2021
Q1
$2.4M Buy
+11,851
New +$2.4M 0.53% 57
2020
Q3
$2.71M Sell
12,904
-7,519
-37% -$1.58M 0.76% 25
2020
Q2
$3.89M Buy
+20,423
New +$3.89M 1.19% 14
2019
Q4
$3.47M Buy
+22,258
New +$3.47M 0.99% 16