Naples Global Advisors’s Donegal Group Class A DGICA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-18,500
| Closed | -$255K | – | 298 |
|
|
2018
Q4 | $255K | Sell |
18,500
-2,350
| -11% | -$32.4K | 0.07% | 264 |
|
|
2018
Q3 | $296K | Sell |
20,850
-2,850
| -12% | -$40.5K | 0.08% | 266 |
|
|
2018
Q2 | $323K | Buy |
23,700
+900
| +4% | +$12.3K | 0.09% | 247 |
|
|
2018
Q1 | $360K | Buy |
22,800
+2,100
| +10% | +$33.2K | 0.11% | 225 |
|
|
2017
Q4 | $358K | Buy |
20,700
+400
| +2% | +$6.92K | 0.11% | 225 |
|
|
2017
Q3 | $327K | Sell |
20,300
-1,000
| -5% | -$16.1K | 0.11% | 229 |
|
|
2017
Q2 | $339K | Buy |
21,300
+2,750
| +15% | +$43.8K | 0.12% | 216 |
|
|
2017
Q1 | $327K | Buy |
+18,550
| New | +$327K | 0.12% | 220 |
|