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Heritage Oak Wealth Advisors’s Dollar General DG Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio DG Stock Details DG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,843
Closed -$508K – 166
2024
Q2 		$508K Buy
+3,843
New +$508K 0.26% 55