SWA
Sutton Wealth Advisors’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.54K | Sell |
24
-15
| -38% | -$1.59K | ﹤0.01% | 689 |
|
|
2023
Q2 | $6.62K | Sell |
39
-2
| -5% | -$340 | ﹤0.01% | 522 |
|
|
2023
Q1 | $8.63K | Sell |
41
-19
| -32% | -$4K | ﹤0.01% | 449 |
|
|
2022
Q4 | $14.8K | Buy |
60
+4
| +7% | +$985 | 0.01% | 814 |
|
|
2022
Q3 | $13.4K | Hold |
56
| – | – | 0.01% | 796 |
|
|
2022
Q2 | $13.7K | Buy |
56
+16
| +40% | +$3.93K | 0.01% | 798 |
|
|
2022
Q1 | $8.91K | Buy |
40
+5
| +14% | +$1.11K | ﹤0.01% | 962 |
|
|
2021
Q4 | $8.25K | Hold |
35
| – | – | ﹤0.01% | 991 |
|
|
2021
Q3 | $7.43K | Sell |
35
-1
| -3% | -$212 | ﹤0.01% | 1000 |
|
|
2021
Q2 | $7.79K | Buy |
36
+2
| +6% | +$433 | ﹤0.01% | 974 |
|
|
2021
Q1 | $6.89K | Sell |
34
-8
| -19% | -$1.62K | ﹤0.01% | 957 |
|
|
2020
Q4 | $8.83K | Buy |
42
+8
| +24% | +$1.68K | ﹤0.01% | 850 |
|
|
2020
Q3 | $7.13K | Hold |
34
| – | – | ﹤0.01% | 824 |
|
|
2020
Q2 | $6.48K | Sell |
34
-122
| -78% | -$23.2K | ﹤0.01% | 806 |
|
|
2020
Q1 | $23.6K | Buy |
156
+7
| +5% | +$1.06K | 0.01% | 433 |
|
|
2019
Q4 | $23.2K | Hold |
149
| – | – | 0.01% | 540 |
|
|
2019
Q3 | $23.7K | Hold |
149
| – | – | 0.01% | 528 |
|
|
2019
Q2 | $20.1K | Buy |
149
+5
| +3% | +$676 | 0.01% | 582 |
|
|
2019
Q1 | $17.2K | Buy |
144
+7
| +5% | +$835 | 0.01% | 632 |
|
|
2018
Q4 | $14.8K | Buy |
137
+125
| +1,042% | +$13.5K | 0.01% | 626 |
|
|
2018
Q3 | $1.31K | Hold |
12
| – | – | ﹤0.01% | 1024 |
|
|
2018
Q2 | $1.18K | Hold |
12
| – | – | ﹤0.01% | 1045 |
|
|
2018
Q1 | $1.12K | Hold |
12
| – | – | ﹤0.01% | 1038 |
|
|
2017
Q4 | $1.12K | Hold |
12
| – | – | ﹤0.01% | 1002 |
|
|
2017
Q3 | $973 | Hold |
12
| – | – | ﹤0.01% | 1000 |
|
|
2017
Q2 | $865 | Sell |
12
-12
| -50% | -$865 | ﹤0.01% | 1005 |
|
|
2017
Q1 | $1.67K | Buy |
24
+16
| +200% | +$1.12K | ﹤0.01% | 945 |
|
|
2016
Q4 | $593 | Buy |
+8
| New | +$593 | ﹤0.01% | 1003 |
|
|
2016
Q2 | – | Sell |
-155
| Closed | -$13.3K | – | 1035 |
|
|
2016
Q1 | $13.3K | Buy |
+155
| New | +$13.3K | 0.01% | 539 |
|