Winch Advisory Services’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-28
| Closed | -$3K | – | 446 |
|
|
2023
Q3 | $3K | Hold |
28
| – | – | ﹤0.01% | 329 |
|
|
2023
Q2 | $5K | Hold |
28
| – | – | ﹤0.01% | 299 |
|
|
2023
Q1 | $6K | Sell |
28
-6
| -18% | -$1.29K | ﹤0.01% | 287 |
|
|
2022
Q4 | $8K | Hold |
34
| – | – | ﹤0.01% | 252 |
|
|
2022
Q3 | $8K | Hold |
34
| – | – | ﹤0.01% | 237 |
|
|
2022
Q2 | $8K | Hold |
34
| – | – | ﹤0.01% | 249 |
|
|
2022
Q1 | $8K | Sell |
34
-12
| -26% | -$2.82K | ﹤0.01% | 274 |
|
|
2021
Q4 | $11K | Hold |
46
| – | – | ﹤0.01% | 256 |
|
|
2021
Q3 | $10K | Hold |
46
| – | – | ﹤0.01% | 269 |
|
|
2021
Q2 | $10K | Hold |
46
| – | – | ﹤0.01% | 265 |
|
|
2021
Q1 | $9K | Sell |
46
-18
| -28% | -$3.52K | ﹤0.01% | 257 |
|
|
2020
Q4 | $13K | Buy |
64
+1
| +2% | +$203 | 0.01% | 200 |
|
|
2020
Q3 | $13K | Sell |
63
-36
| -36% | -$7.43K | 0.01% | 176 |
|
|
2020
Q2 | $19K | Buy |
99
+7
| +8% | +$1.34K | 0.01% | 142 |
|
|
2020
Q1 | $14K | Hold |
92
| – | – | 0.01% | 149 |
|
|
2019
Q4 | $14K | Hold |
92
| – | – | 0.01% | 180 |
|
|
2019
Q3 | $15K | Buy |
92
+1
| +1% | +$163 | 0.01% | 167 |
|
|
2019
Q2 | $12K | Hold |
91
| – | – | 0.01% | 183 |
|
|
2019
Q1 | $11K | Hold |
91
| – | – | 0.01% | 190 |
|
|
2018
Q4 | $10K | Buy |
+91
| New | +$10K | 0.01% | 174 |
|
|
2015
Q3 | – | Sell |
-10,546
| Closed | -$820K | – | 242 |
|
|
2015
Q2 | $820K | Buy |
+10,546
| New | +$820K | 0.45% | 62 |
|