Wealthspire Advisors (New York)’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 |
-4,161
| Closed | -$843K | – | 447 |
|
|
2021
Q1 | $843K | Sell |
4,161
-7,890
| -65% | -$1.6M | 0.02% | 288 |
|
|
2020
Q4 | $2.53M | Buy |
12,051
+1,979
| +20% | +$416K | 0.08% | 114 |
|
|
2020
Q3 | $2.11M | Buy |
10,072
+2,028
| +25% | +$425K | 0.13% | 81 |
|
|
2020
Q2 | $1.53M | Buy |
8,044
+338
| +4% | +$64.4K | 0.11% | 80 |
|
|
2020
Q1 | $1.16M | Buy |
7,706
+3,982
| +107% | +$601K | 0.05% | 172 |
|
|
2019
Q4 | $581K | Sell |
3,724
-79
| -2% | -$12.3K | 0.04% | 93 |
|
|
2019
Q3 | $604K | Buy |
3,803
+1,602
| +73% | +$254K | 0.05% | 74 |
|
|
2019
Q2 | $297K | Buy |
+2,201
| New | +$297K | 0.03% | 72 |
|
|
2019
Q1 | – | Sell |
-725
| Closed | -$78K | – | 232 |
|
|
2018
Q4 | $78K | Buy |
+725
| New | +$78K | 0.01% | 132 |
|