Axxcess Wealth Management’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,396
| Closed | -$462K | – | 881 |
|
|
2023
Q4 | $462K | Buy |
3,396
+494
| +17% | +$67.2K | 0.01% | 535 |
|
|
2023
Q3 | $307K | Buy |
+2,902
| New | +$307K | 0.01% | 594 |
|
|
2022
Q4 | – | Sell |
-1,058
| Closed | -$254K | – | 624 |
|
|
2022
Q3 | $254K | Buy |
+1,058
| New | +$254K | 0.02% | 439 |
|