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UBP Investment Advisors’s Dollar General DG Stock Holding History

UBP Investment Advisors’s Portfolio DG Stock Details DG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-4,451
Closed -$900K – 116
2021
Q1 		$900K Buy
4,451
+3,385
+318% +$684K 0.37% 56
2020
Q4 		$224K Buy
1,066
+44
+4% +$9.25K 0.12% 70
2020
Q3 		$214K Buy
+1,022
New +$214K 0.17% 55