Alaethes Wealth’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 |
-4,848
| Closed | -$823K | – | 112 |
|
2023
Q2 | $823K | Buy |
4,848
+226
| +5% | +$38.4K | 0.45% | 87 |
|
2023
Q1 | $973K | Buy |
4,622
+177
| +4% | +$37.3K | 0.57% | 75 |
|
2022
Q4 | $1.09M | Buy |
4,445
+224
| +5% | +$55.2K | 0.75% | 60 |
|
2022
Q3 | $1.01M | Buy |
+4,221
| New | +$1.01M | 0.74% | 53 |
|