Frisch Financial Group’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-3,686
| Closed | -$487K | – | 135 |
|
2024
Q2 | $487K | Sell |
3,686
-111
| -3% | -$14.7K | 0.15% | 67 |
|
2024
Q1 | $593K | Buy |
3,797
+10
| +0.3% | +$1.56K | 0.2% | 55 |
|
2023
Q4 | $515K | Buy |
3,787
+1,247
| +49% | +$170K | 0.19% | 61 |
|
2023
Q3 | $269K | Buy |
+2,540
| New | +$269K | 0.11% | 97 |
|