Destiny 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-1,724
| Closed | -$363K | – | 176 |
|
2023
Q1 | $363K | Sell |
1,724
-204
| -11% | -$42.9K | 0.08% | 113 |
|
2022
Q4 | $475K | Buy |
1,928
+1,150
| +148% | +$283K | 0.1% | 101 |
|
2022
Q3 | $187K | Buy |
778
+1
| +0.1% | +$240 | 0.04% | 185 |
|
2022
Q2 | $191K | Buy |
777
+106
| +16% | +$26.1K | 0.04% | 193 |
|
2022
Q1 | $149K | Sell |
671
-249
| -27% | -$55.3K | 0.03% | 184 |
|
2021
Q4 | $217K | Buy |
920
+251
| +38% | +$59.2K | 0.04% | 165 |
|
2021
Q3 | $142K | Buy |
+669
| New | +$142K | 0.03% | 193 |
|
2021
Q2 | – | Sell |
-783
| Closed | -$159K | – | 255 |
|
2021
Q1 | $159K | Sell |
783
-851
| -52% | -$173K | 0.03% | 178 |
|
2020
Q4 | $344K | Buy |
+1,634
| New | +$344K | 0.07% | 132 |
|