WESPAC Advisors’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 |
-3,482
| Closed | -$732K | – | 166 |
|
|
2020
Q4 | $732K | Sell |
3,482
-1,559
| -31% | -$328K | 0.57% | 66 |
|
|
2020
Q3 | $1.06M | Buy |
5,041
+2,870
| +132% | +$602K | 1.31% | 29 |
|
|
2020
Q2 | $414K | Buy |
2,171
+5
| +0.2% | +$953 | 0.47% | 69 |
|
|
2020
Q1 | $327K | Sell |
2,166
-421
| -16% | -$63.6K | 0.78% | 37 |
|
|
2019
Q4 | $404K | Buy |
+2,587
| New | +$404K | 0.4% | 70 |
|
|
2019
Q2 | – | Sell |
-5,338
| Closed | -$637K | – | 115 |
|
|
2019
Q1 | $637K | Buy |
5,338
+369
| +7% | +$44K | 0.44% | 66 |
|
|
2018
Q4 | $537K | Buy |
+4,969
| New | +$537K | 0.52% | 57 |
|