Omnia 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-354
| Closed | -$42K | – | 209 |
|
|
2019
Q1 | $42K | Sell |
354
-116
| -25% | -$13.8K | 0.02% | 172 |
|
|
2018
Q4 | $51K | Buy |
+470
| New | +$51K | 0.03% | 148 |
|
|
2017
Q1 | – | Sell |
-35
| Closed | -$3K | – | 734 |
|
|
2016
Q4 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 505 |
|