Squar Milner Financial Services’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,977
| Closed | -$567K | – | 48 |
|
|
2020
Q2 | $567K | Buy |
2,977
+736
| +33% | +$140K | 0.32% | 85 |
|
|
2020
Q1 | $338K | Buy |
2,241
+203
| +10% | +$30.6K | 0.2% | 111 |
|
|
2019
Q4 | $317K | Sell |
2,038
-1,040
| -34% | -$162K | 0.16% | 137 |
|
|
2019
Q3 | $645K | Buy |
3,078
+2,886
| +1,503% | +$605K | 0.33% | 81 |
|
|
2019
Q2 | $26K | Buy |
192
+81
| +73% | +$11K | 0.02% | 424 |
|
|
2019
Q1 | $13K | Buy |
111
+87
| +363% | +$10.2K | 0.01% | 468 |
|
|
2018
Q4 | $3K | Buy |
24
+6
| +33% | +$750 | ﹤0.01% | 636 |
|
|
2018
Q3 | $2K | Sell |
18
-42
| -70% | -$4.67K | ﹤0.01% | 719 |
|
|
2018
Q2 | $6K | Buy |
+60
| New | +$6K | 0.01% | 662 |
|