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Advisor OS’s Dollar General DG Stock Holding History

Advisor OS’s Portfolio DG Stock Details DG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,922
Closed -$755K – 418
2024
Q3 		$755K Sell
8,922
-1,108
-11% -$93.7K 0.08% 195
2024
Q2 		$1.33M Buy
10,030
+1,570
+19% +$208K 0.15% 119
2024
Q1 		$1.32M Buy
+8,460
New +$1.32M 0.15% 123