Hellman Jordan Management Company’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-5,157
| Closed | -$557K | – | 57 |
|
|
2018
Q4 | $557K | Sell |
5,157
-4,500
| -47% | -$486K | 0.62% | 39 |
|
|
2018
Q3 | $1.06M | Hold |
9,657
| – | – | 0.76% | 15 |
|
|
2018
Q2 | $952K | Hold |
9,657
| – | – | 0.76% | 25 |
|
|
2018
Q1 | $903K | Sell |
9,657
-1,500
| -13% | -$140K | 1.49% | 26 |
|
|
2017
Q4 | $1.04M | Buy |
11,157
+1,000
| +10% | +$93K | 1.63% | 20 |
|
|
2017
Q3 | $823K | Buy |
10,157
+207
| +2% | +$16.8K | 1.79% | 20 |
|
|
2017
Q2 | $717K | Buy |
+9,950
| New | +$717K | 1.54% | 27 |
|