B. Riley Wealth Management’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.35K | Buy |
5,503
+2,231
| +68% | +$548 | ﹤0.01% | 260 |
|
|
2022
Q1 | $728K | Buy |
3,272
+602
| +23% | +$134K | 0.06% | 259 |
|
|
2021
Q4 | $630K | Buy |
2,670
+1,041
| +64% | +$246K | 0.04% | 299 |
|
|
2021
Q3 | $345K | Buy |
+1,629
| New | +$345K | 0.03% | 419 |
|
|
2020
Q3 | – | Sell |
-1,119
| Closed | -$213K | – | 434 |
|
|
2020
Q2 | $213K | Sell |
1,119
-1,171
| -51% | -$223K | 0.02% | 360 |
|
|
2020
Q1 | $346K | Buy |
+2,290
| New | +$346K | 0.04% | 330 |
|
|
2015
Q3 | – | Sell |
-300
| Closed | -$23K | – | 274 |
|
|
2015
Q2 | $23K | Hold |
300
| – | – | 0.02% | 572 |
|
|
2015
Q1 | $22K | Buy |
+300
| New | +$22K | 0.02% | 583 |
|