Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $15.7K | Buy |
115
+2
| +2% | +$273 | ﹤0.01% | 618 |
|
|
2023
Q3 | $12K | Sell |
113
-30
| -21% | -$3.18K | ﹤0.01% | 548 |
|
|
2023
Q2 | $24.4K | Hold |
143
| – | – | ﹤0.01% | 434 |
|
|
2023
Q1 | $30.2K | Buy |
143
+31
| +28% | +$6.54K | ﹤0.01% | 403 |
|
|
2022
Q4 | $28K | Buy |
112
+1
| +0.9% | +$250 | ﹤0.01% | 414 |
|
|
2022
Q3 | $27K | Hold |
111
| – | – | ﹤0.01% | 389 |
|
|
2022
Q2 | $27K | Hold |
111
| – | – | ﹤0.01% | 406 |
|
|
2022
Q1 | $25K | Sell |
111
-14
| -11% | -$3.15K | ﹤0.01% | 416 |
|
|
2021
Q4 | $30K | Buy |
125
+1
| +0.8% | +$240 | ﹤0.01% | 402 |
|
|
2021
Q3 | $27K | Buy |
124
+14
| +13% | +$3.05K | ﹤0.01% | 375 |
|
|
2021
Q2 | $24K | Hold |
110
| – | – | ﹤0.01% | 368 |
|
|
2021
Q1 | $22K | Hold |
110
| – | – | ﹤0.01% | 350 |
|
|
2020
Q4 | $23K | Hold |
110
| – | – | ﹤0.01% | 331 |
|
|
2020
Q3 | $23K | Hold |
110
| – | – | ﹤0.01% | 304 |
|
|
2020
Q2 | $21K | Buy |
+110
| New | +$21K | ﹤0.01% | 300 |
|