Heartwood Wealth Advisors’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,000
| Closed | -$210K | – | 143 |
|
|
2023
Q1 | $210K | Hold |
1,000
| – | – | 0.03% | 124 |
|
|
2022
Q4 | $246K | Hold |
1,000
| – | – | 0.04% | 111 |
|
|
2022
Q3 | $240K | Sell |
1,000
-10
| -1% | -$2.4K | 0.04% | 105 |
|
|
2022
Q2 | $248K | Hold |
1,010
| – | – | 0.04% | 104 |
|
|
2022
Q1 | $225K | Buy |
+1,010
| New | +$225K | 0.03% | 110 |
|