Mosaic Family Wealth’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-75
| Closed | -$6K | – | 729 |
|
|
2017
Q3 | $6K | Hold |
75
| – | – | ﹤0.01% | 643 |
|
|
2017
Q2 | $5K | Hold |
75
| – | – | ﹤0.01% | 559 |
|
|
2017
Q1 | $5K | Buy |
75
+11
| +17% | +$733 | ﹤0.01% | 553 |
|
|
2016
Q4 | $5K | Hold |
64
| – | – | ﹤0.01% | 547 |
|
|
2016
Q3 | $4K | Hold |
64
| – | – | ﹤0.01% | 602 |
|
|
2016
Q2 | $7K | Hold |
64
| – | – | ﹤0.01% | 558 |
|
|
2016
Q1 | $5K | Hold |
64
| – | – | ﹤0.01% | 590 |
|
|
2015
Q4 | $4K | Buy |
+64
| New | +$4K | ﹤0.01% | 601 |
|