D.B. Root & Company’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,080
| Closed | -$523K | – | 172 |
|
|
2023
Q2 | $523K | Buy |
+3,080
| New | +$523K | 0.2% | 112 |
|
|
2022
Q3 | – | Sell |
-1,364
| Closed | -$334K | – | 159 |
|
|
2022
Q2 | $334K | Sell |
1,364
-461
| -25% | -$113K | 0.14% | 134 |
|
|
2022
Q1 | $406K | Sell |
1,825
-31
| -2% | -$6.9K | 0.15% | 139 |
|
|
2021
Q4 | $437K | Sell |
1,856
-67
| -3% | -$15.8K | 0.16% | 139 |
|
|
2021
Q3 | $407K | Sell |
1,923
-387
| -17% | -$81.9K | 0.16% | 148 |
|
|
2021
Q2 | $499K | Sell |
2,310
-91
| -4% | -$19.7K | 0.19% | 133 |
|
|
2021
Q1 | $486K | Buy |
+2,401
| New | +$486K | 0.19% | 138 |
|