Heirloom Wealth Management’s Dollar General DG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-27,254	Closed	-$6.71M	–	47
2022 Q4	$6.71M	Buy	+27,254	New	+$6.71M	4.18%	11
2022 Q2	$6.62M	Buy	26,048 +3,866	+17%	+$982K	5.41%	8
2022 Q1	$5.15M	Buy	22,182 +3,345	+18%	+$777K	3.58%	11
2021 Q4	$4.08M	Buy	+18,837	New	+$4.08M	3.5%	12