Capital Planning Advisors’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.43M | Sell |
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|
2023
Q1 | $2.59M | Sell |
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|
2022
Q4 | $3.34M | Buy |
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|
2022
Q3 | $1.78M | Buy |
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|
2022
Q2 | $1.2M | Sell |
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|
2022
Q1 | $1.98M | Buy |
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|
2021
Q4 | $2.09M | Buy |
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|
2021
Q3 | $1.85M | Buy |
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|
2021
Q2 | $1.78M | Buy |
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|
2021
Q1 | $1.62M | Buy |
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|
2020
Q4 | $742K | Buy |
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|
2020
Q3 | $436K | Buy |
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|
2020
Q2 | $272K | Buy |
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