BW
Bison Wealth’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,649
| Closed | -$257K | – | 427 |
|
|
2024
Q2 | $257K | Hold |
1,649
| – | – | 0.04% | 353 |
|
|
2024
Q1 | $257K | Buy |
1,649
+3
| +0.2% | +$468 | 0.04% | 353 |
|
|
2023
Q4 | $224K | Buy |
+1,646
| New | +$224K | 0.04% | 363 |
|
|
2022
Q2 | – | Sell |
-931
| Closed | -$207K | – | 329 |
|
|
2022
Q1 | $207K | Buy |
931
+57
| +7% | +$12.7K | 0.11% | 193 |
|
|
2021
Q4 | $206K | Sell |
874
-131
| -13% | -$30.9K | 0.12% | 177 |
|
|
2021
Q3 | $213K | Buy |
1,005
+32
| +3% | +$6.78K | 0.1% | 217 |
|
|
2021
Q2 | $211K | Buy |
+973
| New | +$211K | 0.09% | 230 |
|