Realta Investment Advisors’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-687
| Closed | -$90.8K | – | 422 |
|
|
2024
Q2 | $90.8K | Hold |
687
| – | – | 0.02% | 477 |
|
|
2024
Q1 | $107K | Buy |
+687
| New | +$107K | 0.02% | 471 |
|
|
2023
Q1 | – | Sell |
-835
| Closed | -$206K | – | 483 |
|
|
2022
Q4 | $206K | Buy |
+835
| New | +$206K | 0.05% | 385 |
|
|
2020
Q1 | – | Sell |
-262
| Closed | -$42K | – | 548 |
|
|
2019
Q4 | $42K | Buy |
262
+186
| +245% | +$29.8K | 0.01% | 713 |
|
|
2019
Q3 | $12K | Sell |
76
-865
| -92% | -$137K | ﹤0.01% | 1060 |
|
|
2019
Q2 | $129K | Buy |
941
+849
| +923% | +$116K | 0.04% | 433 |
|
|
2019
Q1 | $11K | Buy |
+92
| New | +$11K | 0.01% | 884 |
|