TrueWealth LLC’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $30K | Buy |
158
+50
| +46% | +$9.49K | 0.01% | 334 |
|
|
2020
Q1 | $16K | Hold |
108
| – | – | 0.01% | 387 |
|
|
2019
Q4 | $17K | Hold |
108
| – | – | 0.01% | 398 |
|
|
2019
Q3 | $17K | Hold |
108
| – | – | 0.01% | 391 |
|
|
2019
Q2 | $15K | Hold |
108
| – | – | 0.01% | 410 |
|
|
2019
Q1 | $13K | Hold |
108
| – | – | 0.01% | 420 |
|
|
2018
Q4 | $12K | Hold |
108
| – | – | 0.01% | 411 |
|
|
2018
Q3 | $12K | Buy |
108
+40
| +59% | +$4.44K | 0.01% | 450 |
|
|
2018
Q2 | $7K | Hold |
68
| – | – | ﹤0.01% | 549 |
|
|
2018
Q1 | $6K | Sell |
68
-500
| -88% | -$44.1K | ﹤0.01% | 531 |
|
|
2017
Q4 | $53K | Buy |
+568
| New | +$53K | 0.02% | 283 |
|