CTWM
Cherry Tree Wealth Management’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7
| Closed | -$616 | – | 637 |
|
|
2025
Q1 | $616 | Hold |
7
| – | – | ﹤0.01% | 714 |
|
|
2024
Q4 | $531 | Hold |
7
| – | – | ﹤0.01% | 608 |
|
|
2024
Q3 | $592 | Hold |
7
| – | – | ﹤0.01% | 583 |
|
|
2024
Q2 | $926 | Hold |
7
| – | – | ﹤0.01% | 549 |
|
|
2024
Q1 | $1.09K | Hold |
7
| – | – | ﹤0.01% | 543 |
|
|
2023
Q4 | $952 | Hold |
7
| – | – | ﹤0.01% | 545 |
|
|
2023
Q3 | $741 | Sell |
7
-2
| -22% | -$212 | ﹤0.01% | 544 |
|
|
2023
Q2 | $1.44K | Buy |
+9
| New | +$1.44K | ﹤0.01% | 514 |
|