Core Wealth Advisors’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-45
| Closed | -$7.02K | – | 100 |
|
|
2024
Q1 | $7.02K | Hold |
45
| – | – | ﹤0.01% | 209 |
|
|
2023
Q4 | $6.12K | Buy |
45
+25
| +125% | +$3.4K | ﹤0.01% | 207 |
|
|
2023
Q3 | $2.12K | Hold |
20
| – | – | ﹤0.01% | 219 |
|
|
2023
Q2 | $3.4K | Hold |
20
| – | – | ﹤0.01% | 210 |
|
|
2023
Q1 | $4.21K | Hold |
20
| – | – | ﹤0.01% | 203 |
|
|
2022
Q4 | $4.93K | Hold |
20
| – | – | ﹤0.01% | 216 |
|
|
2022
Q3 | $5K | Hold |
20
| – | – | ﹤0.01% | 170 |
|
|
2022
Q2 | $5K | Hold |
20
| – | – | ﹤0.01% | 173 |
|
|
2022
Q1 | $4K | Hold |
20
| – | – | ﹤0.01% | 168 |
|
|
2021
Q4 | $5K | Hold |
20
| – | – | ﹤0.01% | 180 |
|
|
2021
Q3 | $4K | Hold |
20
| – | – | ﹤0.01% | 165 |
|
|
2021
Q2 | $4K | Sell |
20
-100
| -83% | -$20K | ﹤0.01% | 161 |
|
|
2021
Q1 | $24K | Buy |
120
+20
| +20% | +$4K | 0.02% | 87 |
|
|
2020
Q4 | $21K | Buy |
+100
| New | +$21K | 0.02% | 90 |
|