Wealthspire Advisors (Maryland)’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.13M | Buy |
10,153
+6,797
| +203% | +$1.42M | 0.08% | 126 |
|
|
2020
Q2 | $639K | Buy |
3,356
+405
| +14% | +$77.1K | 0.05% | 214 |
|
|
2020
Q1 | $446K | Sell |
2,951
-104
| -3% | -$15.7K | 0.04% | 248 |
|
|
2019
Q4 | $477K | Buy |
3,055
+232
| +8% | +$36.2K | 0.03% | 286 |
|
|
2019
Q3 | $449K | Sell |
2,823
-5
| -0.2% | -$795 | 0.03% | 273 |
|
|
2019
Q2 | $382K | Sell |
2,828
-213
| -7% | -$28.8K | 0.03% | 301 |
|
|
2019
Q1 | $363K | Buy |
3,041
+57
| +2% | +$6.8K | 0.03% | 315 |
|
|
2018
Q4 | $323K | Buy |
2,984
+288
| +11% | +$31.2K | 0.03% | 307 |
|
|
2018
Q3 | $295K | Sell |
2,696
-730
| -21% | -$79.9K | 0.02% | 361 |
|
|
2018
Q2 | $338K | Buy |
3,426
+535
| +19% | +$52.8K | 0.03% | 325 |
|
|
2018
Q1 | $270K | Buy |
2,891
+43
| +2% | +$4.02K | 0.03% | 388 |
|
|
2017
Q4 | $265K | Sell |
2,848
-3,594
| -56% | -$334K | 0.03% | 403 |
|
|
2017
Q3 | $522K | Buy |
6,442
+74
| +1% | +$6K | 0.06% | 232 |
|
|
2017
Q2 | $459K | Sell |
6,368
-54
| -0.8% | -$3.89K | 0.05% | 241 |
|
|
2017
Q1 | $448K | Buy |
6,422
+102
| +2% | +$7.12K | 0.06% | 204 |
|
|
2016
Q4 | $468K | Buy |
6,320
+216
| +4% | +$16K | 0.07% | 185 |
|
|
2016
Q3 | $427K | Buy |
6,104
+1,458
| +31% | +$102K | 0.07% | 198 |
|
|
2016
Q2 | $437K | Buy |
4,646
+1
| +0% | +$94 | 0.07% | 184 |
|
|
2016
Q1 | $398K | Buy |
4,645
+2,057
| +79% | +$176K | 0.07% | 192 |
|
|
2015
Q4 | $186K | Buy |
+2,588
| New | +$186K | 0.03% | 378 |
|