YHB Investment Advisors’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,261
| Closed | -$214K | – | 272 |
|
|
2023
Q2 | $214K | Sell |
1,261
-10,366
| -89% | -$1.76M | 0.02% | 268 |
|
|
2023
Q1 | $2.45M | Buy |
11,627
+120
| +1% | +$25.3K | 0.25% | 96 |
|
|
2022
Q4 | $2.83M | Buy |
11,507
+214
| +2% | +$52.7K | 0.3% | 90 |
|
|
2022
Q3 | $2.71M | Sell |
11,293
-134
| -1% | -$32.1K | 0.3% | 90 |
|
|
2022
Q2 | $2.81M | Sell |
11,427
-313
| -3% | -$76.8K | 0.3% | 85 |
|
|
2022
Q1 | $2.61M | Sell |
11,740
-958
| -8% | -$213K | 0.23% | 102 |
|
|
2021
Q4 | $3M | Sell |
12,698
-48
| -0.4% | -$11.3K | 0.24% | 100 |
|
|
2021
Q3 | $2.7M | Sell |
12,746
-98
| -0.8% | -$20.8K | 0.23% | 106 |
|
|
2021
Q2 | $2.78M | Buy |
12,844
+148
| +1% | +$32K | 0.24% | 107 |
|
|
2021
Q1 | $2.75M | Buy |
12,696
+3,205
| +34% | +$695K | 0.24% | 108 |
|
|
2020
Q4 | $2M | Buy |
9,491
+455
| +5% | +$95.7K | 0.19% | 114 |
|
|
2020
Q3 | $1.89M | Buy |
+9,036
| New | +$1.89M | 0.21% | 108 |
|