Cyndeo Wealth Partners’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,048
| Closed | -$550K | – | 385 |
|
|
2023
Q4 | $550K | Sell |
4,048
-4,202
| -51% | -$571K | 0.05% | 241 |
|
|
2023
Q3 | $873K | Buy |
8,250
+2,204
| +36% | +$233K | 0.09% | 178 |
|
|
2023
Q2 | $1.03M | Sell |
6,046
-7,260
| -55% | -$1.23M | 0.11% | 166 |
|
|
2023
Q1 | $2.8M | Buy |
13,306
+1,903
| +17% | +$400K | 0.3% | 101 |
|
|
2022
Q4 | $2.81M | Buy |
+11,403
| New | +$2.81M | 0.33% | 100 |
|