Evolution 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-32
| Closed | -$7K | – | 275 |
|
|
2021
Q3 | $7K | Hold |
32
| – | – | ﹤0.01% | 451 |
|
|
2021
Q2 | $7K | Sell |
32
-24
| -43% | -$5.25K | ﹤0.01% | 455 |
|
|
2021
Q1 | $11K | Buy |
56
+24
| +75% | +$4.71K | ﹤0.01% | 398 |
|
|
2020
Q4 | $7K | Hold |
32
| – | – | ﹤0.01% | 395 |
|
|
2020
Q3 | $7K | Hold |
32
| – | – | ﹤0.01% | 391 |
|
|
2020
Q2 | $6K | Buy |
+32
| New | +$6K | ﹤0.01% | 339 |
|
|
2020
Q1 | – | Sell |
-296
| Closed | -$46K | – | 390 |
|
|
2019
Q4 | $46K | Buy |
296
+264
| +825% | +$41K | 0.01% | 156 |
|
|
2019
Q3 | $5K | Hold |
32
| – | – | ﹤0.01% | 267 |
|
|
2019
Q2 | $4K | Buy |
+32
| New | +$4K | ﹤0.01% | 285 |
|