WFG Advisors’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $71K | Buy |
984
+116
| +13% | +$8.37K | 0.02% | 616 |
|
|
2017
Q1 | $61K | Sell |
868
-4,058
| -82% | -$285K | 0.02% | 611 |
|
|
2016
Q4 | $365K | Buy |
4,926
+447
| +10% | +$33.1K | 0.09% | 246 |
|
|
2016
Q3 | $313K | Buy |
4,479
+406
| +10% | +$28.4K | 0.08% | 260 |
|
|
2016
Q2 | $383K | Buy |
4,073
+503
| +14% | +$47.3K | 0.1% | 203 |
|
|
2016
Q1 | $306K | Buy |
3,570
+100
| +3% | +$8.57K | 0.09% | 230 |
|
|
2015
Q4 | $249K | Sell |
3,470
-235
| -6% | -$16.9K | 0.07% | 253 |
|
|
2015
Q3 | $268K | Sell |
3,705
-67
| -2% | -$4.85K | 0.08% | 233 |
|
|
2015
Q2 | $293K | Buy |
3,772
+1,424
| +61% | +$111K | 0.08% | 247 |
|
|
2015
Q1 | $177K | Sell |
2,348
-333
| -12% | -$25.1K | 0.05% | 384 |
|
|
2014
Q4 | $190K | Buy |
2,681
+345
| +15% | +$24.5K | 0.04% | 439 |
|
|
2014
Q3 | $143K | Hold |
2,336
| – | – | 0.03% | 537 |
|
|
2014
Q2 | $134K | Sell |
2,336
-17
| -0.7% | -$975 | 0.03% | 555 |
|
|
2014
Q1 | $131K | Sell |
2,353
-14
| -0.6% | -$779 | 0.03% | 547 |
|
|
2013
Q4 | $143K | Buy |
2,367
+100
| +4% | +$6.04K | 0.02% | 617 |
|
|
2013
Q3 | $128K | Sell |
2,267
-1,300
| -36% | -$73.4K | 0.02% | 622 |
|
|
2013
Q2 | $180K | Buy |
+3,567
| New | +$180K | 0.03% | 488 |
|