Dynamic Wealth Strategies’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27K | Hold |
236
| – | – | 0.02% | 154 |
|
|
2025
Q1 | $20.8K | Buy |
+236
| New | +$20.8K | 0.02% | 174 |
|
|
2024
Q4 | – | Sell |
-358
| Closed | -$30K | – | 111 |
|
|
2024
Q3 | $30K | Hold |
358
| – | – | 0.02% | 161 |
|
|
2024
Q2 | $47K | Hold |
358
| – | – | 0.04% | 124 |
|
|
2024
Q1 | $56K | Sell |
358
-789
| -69% | -$123K | 0.05% | 120 |
|
|
2023
Q4 | $156K | Buy |
+1,147
| New | +$156K | 0.14% | 72 |
|