Avantax Planning Partners’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,298
| Closed | -$203K | – | 476 |
|
|
2024
Q1 | $203K | Buy |
+1,298
| New | +$203K | 0.01% | 446 |
|
|
2023
Q1 | – | Sell |
-835
| Closed | -$206K | – | 379 |
|
|
2022
Q4 | $206K | Buy |
+835
| New | +$206K | 0.01% | 350 |
|
|
2022
Q1 | – | Sell |
-887
| Closed | -$209K | – | 365 |
|
|
2021
Q4 | $209K | Buy |
+887
| New | +$209K | 0.01% | 329 |
|
|
2018
Q4 | – | Sell |
-593
| Closed | -$65K | – | 493 |
|
|
2018
Q3 | $65K | Buy |
+593
| New | +$65K | 0.01% | 430 |
|
|
2018
Q2 | – | Sell |
-237
| Closed | -$22K | – | 521 |
|
|
2018
Q1 | $22K | Buy |
+237
| New | +$22K | ﹤0.01% | 743 |
|
|
2017
Q2 | – | Sell |
-11,615
| Closed | -$810K | – | 341 |
|
|
2017
Q1 | $810K | Sell |
11,615
-502
| -4% | -$35K | 0.07% | 131 |
|
|
2016
Q4 | $898K | Buy |
+12,117
| New | +$898K | 0.1% | 103 |
|