Stonebridge Financial Planning 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
Q1 | – | Sell |
-450
| Closed | -$92K | – | 166 |
|
|
2021
Q4 | $92K | Hold |
450
| – | – | 0.05% | 167 |
|
|
2021
Q3 | $101K | Sell |
450
-50
| -10% | -$11.2K | 0.05% | 164 |
|
|
2021
Q2 | $110K | Hold |
500
| – | – | 0.06% | 153 |
|
|
2021
Q1 | $105K | Hold |
500
| – | – | 0.06% | 155 |
|
|
2020
Q4 | $105K | Hold |
500
| – | – | 0.07% | 148 |
|
|
2020
Q3 | $111K | Hold |
500
| – | – | 0.08% | 125 |
|
|
2020
Q2 | $95K | Hold |
500
| – | – | 0.08% | 131 |
|
|
2020
Q1 | $85K | Hold |
500
| – | – | 0.08% | 133 |
|
|
2019
Q4 | $78K | Buy |
+500
| New | +$78K | 0.07% | 143 |
|