HighMark Wealth Management’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-24
| Closed | -$6K | – | 517 |
|
|
2021
Q4 | $6K | Hold |
24
| – | – | ﹤0.01% | 337 |
|
|
2021
Q3 | $5K | Hold |
24
| – | – | ﹤0.01% | 356 |
|
|
2021
Q2 | $5K | Sell |
24
-12
| -33% | -$2.5K | ﹤0.01% | 358 |
|
|
2021
Q1 | $7K | Sell |
36
-17
| -32% | -$3.31K | 0.01% | 289 |
|
|
2020
Q4 | $11K | Hold |
53
| – | – | 0.01% | 210 |
|
|
2020
Q3 | $11K | Hold |
53
| – | – | 0.01% | 210 |
|
|
2020
Q2 | $10K | Hold |
53
| – | – | 0.01% | 193 |
|
|
2020
Q1 | $8K | Sell |
53
-40
| -43% | -$6.04K | 0.01% | 164 |
|
|
2019
Q4 | $14K | Buy |
+93
| New | +$14K | 0.01% | 161 |
|