West Financial Advisors’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-500
| Closed | -$120K | – | 177 |
|
|
2022
Q3 | $120K | Hold |
500
| – | – | 0.04% | 72 |
|
|
2022
Q2 | $123K | Hold |
500
| – | – | 0.04% | 68 |
|
|
2022
Q1 | $111K | Hold |
500
| – | – | 0.03% | 76 |
|
|
2021
Q4 | $118K | Hold |
500
| – | – | 0.03% | 79 |
|
|
2021
Q3 | $106K | Hold |
500
| – | – | 0.03% | 76 |
|
|
2021
Q2 | $108K | Hold |
500
| – | – | 0.03% | 68 |
|
|
2021
Q1 | $101K | Hold |
500
| – | – | 0.03% | 74 |
|
|
2020
Q4 | $105K | Buy |
+500
| New | +$105K | 0.04% | 68 |
|