Curi Wealth Management’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,116
| Closed | -$235K | – | 172 |
|
|
2023
Q1 | $235K | Hold |
1,116
| – | – | 0.03% | 146 |
|
|
2022
Q4 | $275K | Sell |
1,116
-444
| -28% | -$109K | 0.04% | 155 |
|
|
2022
Q3 | $374K | Hold |
1,560
| – | – | 0.06% | 116 |
|
|
2022
Q2 | $383K | Sell |
1,560
-25
| -2% | -$6.14K | 0.07% | 77 |
|
|
2022
Q1 | $352K | Buy |
1,585
+281
| +22% | +$62.4K | 0.06% | 80 |
|
|
2021
Q4 | $307K | Hold |
1,304
| – | – | 0.05% | 89 |
|
|
2021
Q3 | $276K | Hold |
1,304
| – | – | 0.13% | 72 |
|
|
2021
Q2 | $282K | Hold |
1,304
| – | – | 0.14% | 74 |
|
|
2021
Q1 | $264K | Hold |
1,304
| – | – | 0.17% | 73 |
|
|
2020
Q4 | $274K | Buy |
+1,304
| New | +$274K | 0.2% | 63 |
|