Great Lakes Retirement’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 |
-5,304
| Closed | -$828K | – | 703 |
|
|
2024
Q1 | $828K | Buy |
5,304
+224
| +4% | +$35K | 0.12% | 149 |
|
|
2023
Q4 | $691K | Buy |
5,080
+266
| +6% | +$36.2K | 0.11% | 151 |
|
|
2023
Q3 | $509K | Buy |
4,814
+210
| +5% | +$22.2K | 0.09% | 162 |
|
|
2023
Q2 | $782K | Buy |
+4,604
| New | +$782K | 0.14% | 140 |
|