Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-100
| Closed | -$7K | – | 406 |
|
|
2016
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 829 |
|
|
2016
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 784 |
|
|
2016
Q1 | $9K | Sell |
100
-495
| -83% | -$44.6K | ﹤0.01% | 716 |
|
|
2015
Q4 | $43K | Buy |
595
+495
| +495% | +$35.8K | 0.02% | 418 |
|
|
2015
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 850 |
|
|
2015
Q2 | $8K | Sell |
100
-76
| -43% | -$6.08K | ﹤0.01% | 840 |
|
|
2015
Q1 | $13K | Buy |
+176
| New | +$13K | 0.01% | 698 |
|