Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-640
| Closed | -$139K | – | 386 |
|
|
2021
Q3 | $139K | Buy |
640
+321
| +101% | +$69.7K | 0.05% | 225 |
|
|
2021
Q2 | $69K | Sell |
319
-154
| -33% | -$33.3K | 0.03% | 264 |
|
|
2021
Q1 | $91K | Hold |
473
| – | – | 0.04% | 191 |
|
|
2020
Q4 | $91K | Buy |
473
+3
| +0.6% | +$577 | 0.04% | 189 |
|
|
2020
Q3 | $98K | Sell |
470
-35
| -7% | -$7.3K | 0.06% | 163 |
|
|
2020
Q2 | $96K | Buy |
+505
| New | +$96K | 0.07% | 151 |
|