Clearview Wealth Advisors’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-410
| Closed | -$69.6K | – | 232 |
|
|
2023
Q2 | $69.6K | Sell |
410
-28
| -6% | -$4.75K | 0.07% | 176 |
|
|
2023
Q1 | $92.2K | Buy |
438
+28
| +7% | +$5.89K | 0.09% | 152 |
|
|
2022
Q4 | $101K | Hold |
410
| – | – | 0.08% | 119 |
|
|
2022
Q3 | $98K | Sell |
410
-15
| -4% | -$3.59K | 0.08% | 115 |
|
|
2022
Q2 | $104K | Hold |
425
| – | – | 0.08% | 121 |
|
|
2022
Q1 | $95K | Sell |
425
-293
| -41% | -$65.5K | 0.06% | 140 |
|
|
2021
Q4 | $169K | Hold |
718
| – | – | 0.1% | 115 |
|
|
2021
Q3 | $152K | Sell |
718
-672
| -48% | -$142K | 0.1% | 130 |
|
|
2021
Q2 | $301K | Sell |
1,390
-15
| -1% | -$3.25K | 0.19% | 94 |
|
|
2021
Q1 | $285K | Sell |
1,405
-314
| -18% | -$63.7K | 0.18% | 97 |
|
|
2020
Q4 | $362K | Buy |
+1,719
| New | +$362K | 0.24% | 77 |
|