Mark Sheptoff Financial Planning’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-100
| Closed | -$12K | – | 353 |
|
|
2019
Q1 | $12K | Hold |
100
| – | – | 0.01% | 254 |
|
|
2018
Q4 | $11K | Hold |
100
| – | – | 0.01% | 234 |
|
|
2018
Q3 | $11K | Hold |
100
| – | – | 0.01% | 282 |
|
|
2018
Q2 | $10K | Hold |
100
| – | – | 0.01% | 277 |
|
|
2018
Q1 | $9K | Hold |
100
| – | – | 0.01% | 293 |
|
|
2017
Q4 | $9K | Hold |
100
| – | – | 0.01% | 287 |
|
|
2017
Q3 | $8K | Hold |
100
| – | – | 0.01% | 302 |
|
|
2017
Q2 | $7K | Sell |
100
-1
| -1% | -$70 | ﹤0.01% | 291 |
|
|
2017
Q1 | $7K | Buy |
101
+1
| +1% | +$69 | 0.01% | 292 |
|
|
2016
Q4 | $7K | Sell |
100
-500
| -83% | -$35K | 0.01% | 282 |
|
|
2016
Q3 | $42K | Sell |
600
-13,679
| -96% | -$958K | 0.03% | 178 |
|
|
2016
Q2 | $1.34M | Buy |
14,279
+8,728
| +157% | +$820K | 1% | 31 |
|
|
2016
Q1 | $475K | Sell |
5,551
-3,950
| -42% | -$338K | 0.39% | 56 |
|
|
2015
Q4 | $683K | Buy |
9,501
+550
| +6% | +$39.5K | 0.55% | 48 |
|
|
2015
Q3 | $648K | Buy |
8,951
+975
| +12% | +$70.6K | 0.57% | 49 |
|
|
2015
Q2 | $620K | Buy |
7,976
+3,701
| +87% | +$288K | 0.5% | 56 |
|
|
2015
Q1 | $322K | Buy |
+4,275
| New | +$322K | 0.27% | 79 |
|