Wealthcare Advisory Partners’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-124
| Closed | -$25K | – | 847 |
|
2021
Q1 | $25K | Buy |
+124
| New | +$25K | ﹤0.01% | 1119 |
|
2020
Q2 | – | Sell |
-17
| Closed | -$3K | – | 545 |
|
2020
Q1 | $3K | Sell |
17
-33
| -66% | -$5.82K | ﹤0.01% | 1219 |
|
2019
Q4 | $8K | Hold |
50
| – | – | ﹤0.01% | 993 |
|
2019
Q3 | $8K | Hold |
50
| – | – | ﹤0.01% | 965 |
|
2019
Q2 | $7K | Hold |
50
| – | – | ﹤0.01% | 981 |
|
2019
Q1 | $6K | Hold |
50
| – | – | ﹤0.01% | 915 |
|
2018
Q4 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 922 |
|