Dorchester 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,405
| Closed | -$219K | – | 163 |
|
|
2024
Q1 | $219K | Buy |
+1,405
| New | +$219K | 0.04% | 149 |
|
|
2023
Q3 | – | Sell |
-1,405
| Closed | -$239K | – | 155 |
|
|
2023
Q2 | $239K | Hold |
1,405
| – | – | 0.05% | 131 |
|
|
2023
Q1 | $296K | Buy |
1,405
+153
| +12% | +$32.2K | 0.06% | 123 |
|
|
2022
Q4 | $308K | Sell |
1,252
-153
| -11% | -$37.7K | 0.07% | 118 |
|
|
2022
Q3 | $337K | Hold |
1,405
| – | – | 0.07% | 120 |
|
|
2022
Q2 | $345K | Buy |
1,405
+480
| +52% | +$118K | 0.07% | 124 |
|
|
2022
Q1 | $257K | Buy |
+925
| New | +$257K | 0.04% | 141 |
|