Kays Financial Advisory’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 |
-9,677
| Closed | -$677K | – | 71 |
|
|
2016
Q3 | $677K | Buy |
9,677
+1,098
| +13% | +$76.8K | 0.29% | 48 |
|
|
2016
Q2 | $806K | Buy |
8,579
+910
| +12% | +$85.5K | 0.36% | 39 |
|
|
2016
Q1 | $656K | Sell |
7,669
-61
| -0.8% | -$5.22K | 0.32% | 39 |
|
|
2015
Q4 | $556K | Buy |
7,730
+939
| +14% | +$67.5K | 0.29% | 41 |
|
|
2015
Q3 | $492K | Buy |
6,791
+1,466
| +28% | +$106K | 0.28% | 42 |
|
|
2015
Q2 | $414K | Buy |
5,325
+569
| +12% | +$44.2K | 0.24% | 40 |
|
|
2015
Q1 | $359K | Buy |
4,756
+1,351
| +40% | +$102K | 0.21% | 43 |
|
|
2014
Q4 | $241K | Buy |
+3,405
| New | +$241K | 0.16% | 54 |
|