Symphony Financial’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 | – | Sell |
-1,250
| Closed | -$271K | – | 175 |
|
|
2021
Q2 | $271K | Sell |
1,250
-257
| -17% | -$55.7K | 0.09% | 148 |
|
|
2021
Q1 | $279K | Sell |
1,507
-2,010
| -57% | -$372K | 0.07% | 161 |
|
|
2020
Q4 | $737K | Buy |
3,517
+172
| +5% | +$36K | 0.26% | 62 |
|
|
2020
Q3 | $701K | Buy |
3,345
+678
| +25% | +$142K | 0.29% | 54 |
|
|
2020
Q2 | $508K | Buy |
+2,667
| New | +$508K | 0.25% | 74 |
|