FP
Fiduciary Planning’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,793
| Closed | -$814K | – | 62 |
|
|
2023
Q2 | $814K | Buy |
4,793
+96
| +2% | +$16.3K | 0.37% | 30 |
|
|
2023
Q1 | $989K | Sell |
4,697
-33
| -0.7% | -$6.95K | 0.47% | 27 |
|
|
2022
Q4 | $1.17M | Sell |
4,730
-186
| -4% | -$45.8K | 0.57% | 17 |
|
|
2022
Q3 | $1.18M | Sell |
4,916
-36
| -0.7% | -$8.63K | 0.61% | 13 |
|
|
2022
Q2 | $1.22M | Buy |
4,952
+658
| +15% | +$161K | 0.6% | 12 |
|
|
2022
Q1 | $956K | Buy |
4,294
+564
| +15% | +$126K | 0.52% | 19 |
|
|
2021
Q4 | $880K | Buy |
3,730
+67
| +2% | +$15.8K | 0.49% | 23 |
|
|
2021
Q3 | $777K | Buy |
3,663
+1,553
| +74% | +$329K | 0.41% | 39 |
|
|
2021
Q2 | $457K | Buy |
+2,110
| New | +$457K | 0.39% | 44 |
|