EFA
Evernest Financial Advisors’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,255
| Closed | -$298K | – | 164 |
|
|
2024
Q2 | $298K | Hold |
2,255
| – | – | 0.13% | 107 |
|
|
2024
Q1 | $327K | Sell |
2,255
-2,254
| -50% | -$326K | 0.15% | 98 |
|
|
2023
Q4 | $613K | Buy |
+4,509
| New | +$613K | 0.31% | 75 |
|
|
2021
Q4 | $305K | Buy |
+2,255
| New | +$305K | 0.16% | 103 |
|