Seven Springs Wealth Group’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-2,231
| Closed | -$548K | – | 59 |
|
2022
Q2 | $548K | Hold |
2,231
| – | – | 0.27% | 38 |
|
2022
Q1 | $497K | Hold |
2,231
| – | – | 0.24% | 41 |
|
2021
Q4 | $526K | Sell |
2,231
-958
| -30% | -$226K | 0.24% | 39 |
|
2021
Q3 | $677K | Hold |
3,189
| – | – | 0.33% | 32 |
|
2021
Q2 | $690K | Buy |
+3,189
| New | +$690K | 0.3% | 34 |
|
2021
Q1 | – | Sell |
-15
| Closed | -$3K | – | 162 |
|
2020
Q4 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 149 |
|
2020
Q2 | – | Sell |
-4,841
| Closed | -$731K | – | 135 |
|
2020
Q1 | $731K | Buy |
4,841
+2,181
| +82% | +$329K | 0.52% | 17 |
|
2019
Q4 | $415K | Buy |
+2,660
| New | +$415K | 0.28% | 34 |
|