AWA
Aaron Wealth Advisors’s Dollar General DG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-8,267
| Closed | -$875K | – | 265 |
|
2023
Q3 | $875K | Buy |
8,267
+27
| +0.3% | +$2.86K | 0.11% | 94 |
|
2023
Q2 | $1.4M | Buy |
+8,240
| New | +$1.4M | 0.18% | 80 |
|
2022
Q2 | – | Sell |
-82,373
| Closed | -$370K | – | 357 |
|
2022
Q1 | $370K | Buy |
+82,373
| New | +$370K | 0.01% | 603 |
|