Lyons 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-7,180
| Closed | -$777K | – | 20 |
|
|
2018
Q4 | $777K | Sell |
7,180
-568
| -7% | -$61.5K | 2.53% | 12 |
|
|
2018
Q3 | $848K | Sell |
7,748
-778
| -9% | -$85.2K | 1.68% | 20 |
|
|
2018
Q2 | $840K | Sell |
8,526
-656
| -7% | -$64.6K | 1.2% | 21 |
|
|
2018
Q1 | $857K | Sell |
9,182
-1,360
| -13% | -$127K | 1.3% | 21 |
|
|
2017
Q4 | $982K | Sell |
10,542
-207
| -2% | -$19.3K | 1.6% | 9 |
|
|
2017
Q3 | $872K | Sell |
10,749
-901
| -8% | -$73.1K | 1.31% | 14 |
|
|
2017
Q2 | $839K | Buy |
+11,650
| New | +$839K | 1.18% | 24 |
|