WESPAC Advisors SoCal’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-20,222
| Closed | -$4.25M | – | 74 |
|
|
2020
Q4 | $4.25M | Buy |
20,222
+1,315
| +7% | +$277K | 1.69% | 22 |
|
|
2020
Q3 | $4.18M | Buy |
+18,907
| New | +$4.18M | 1.99% | 21 |
|
|
2019
Q2 | – | Sell |
-280
| Closed | -$33K | – | 136 |
|
|
2019
Q1 | $33K | Hold |
280
| – | – | 0.02% | 133 |
|
|
2018
Q4 | $30K | Buy |
+280
| New | +$30K | 0.02% | 146 |
|