Beaird Harris 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-123
| Closed | -$16.3K | – | 581 |
|
|
2024
Q2 | $16.3K | Sell |
123
-51
| -29% | -$6.77K | ﹤0.01% | 316 |
|
|
2024
Q1 | $27.2K | Buy |
174
+52
| +43% | +$8.13K | ﹤0.01% | 252 |
|
|
2023
Q4 | $16.6K | Buy |
+122
| New | +$16.6K | ﹤0.01% | 283 |
|
|
2023
Q1 | – | Sell |
-8
| Closed | -$1.97K | – | 547 |
|
|
2022
Q4 | $1.97K | Buy |
+8
| New | +$1.97K | ﹤0.01% | 588 |
|
|
2022
Q2 | – | Sell |
-34
| Closed | -$8K | – | 452 |
|
|
2022
Q1 | $8K | Buy |
+34
| New | +$8K | ﹤0.01% | 359 |
|