Arete Wealth Advisors’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,818
| Closed | -$372K | – | 740 |
|
|
2024
Q2 | $372K | Buy |
+2,818
| New | +$372K | 0.03% | 470 |
|
|
2024
Q1 | – | Sell |
-2,940
| Closed | -$400K | – | 458 |
|
|
2023
Q4 | $400K | Buy |
2,940
+51
| +2% | +$6.93K | 0.03% | 468 |
|
|
2023
Q3 | $306K | Sell |
2,889
-115
| -4% | -$12.2K | 0.05% | 340 |
|
|
2023
Q2 | $510K | Buy |
+3,004
| New | +$510K | 0.05% | 355 |
|