Delos Wealth Advisors’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-44
| Closed | -$5.82K | – | 235 |
|
|
2024
Q2 | $5.82K | Hold |
44
| – | – | 0.01% | 150 |
|
|
2024
Q1 | $6.87K | Buy |
44
+40
| +1,000% | +$6.24K | 0.01% | 139 |
|
|
2023
Q4 | $544 | Hold |
4
| – | – | ﹤0.01% | 251 |
|
|
2023
Q3 | $554 | Hold |
4
| – | – | ﹤0.01% | 280 |
|
|
2023
Q2 | $680 | Hold |
4
| – | – | ﹤0.01% | 254 |
|
|
2023
Q1 | $842 | Hold |
4
| – | – | ﹤0.01% | 238 |
|
|
2022
Q4 | $985 | Hold |
4
| – | – | ﹤0.01% | 237 |
|
|
2022
Q3 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 226 |
|
|
2022
Q1 | – | Sell |
-107
| Closed | -$25K | – | 305 |
|
|
2021
Q4 | $25K | Buy |
+107
| New | +$25K | 0.02% | 115 |
|