Security National Trust’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $108K | Hold |
500
| – | – | 0.03% | 212 |
|
|
2021
Q2 | $108K | Hold |
500
| – | – | 0.02% | 221 |
|
|
2021
Q1 | $101K | Hold |
500
| – | – | 0.02% | 223 |
|
|
2020
Q4 | $105K | Hold |
500
| – | – | 0.03% | 217 |
|
|
2020
Q3 | $105K | Hold |
500
| – | – | 0.03% | 201 |
|
|
2020
Q2 | $95K | Sell |
500
-28
| -5% | -$5.32K | 0.03% | 215 |
|
|
2020
Q1 | $80K | Buy |
528
+28
| +6% | +$4.24K | 0.03% | 216 |
|
|
2019
Q4 | $78K | Hold |
500
| – | – | 0.02% | 235 |
|
|
2019
Q3 | $79K | Hold |
500
| – | – | 0.02% | 227 |
|
|
2019
Q2 | $68K | Hold |
500
| – | – | 0.02% | 240 |
|
|
2019
Q1 | $60K | Hold |
500
| – | – | 0.02% | 240 |
|
|
2018
Q4 | $54K | Hold |
500
| – | – | 0.02% | 235 |
|
|
2018
Q3 | $55K | Buy |
+500
| New | +$55K | 0.02% | 252 |
|