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Compass Ion Advisors’s Dollar General DG Stock Holding History

Compass Ion Advisors’s Portfolio DG Stock Details DG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,080
Closed -$419K – 232
2023
Q4 		$419K Sell
3,080
-22
-0.7% -$2.99K 0.07% 154
2023
Q3 		$328K Buy
+3,102
New +$328K 0.06% 168