Heritage Wealth Management (Arizona)’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $282K | Buy |
1,146
+573
| +100% | +$141K | 0.04% | 297 |
|
|
2022
Q3 | $137K | Hold |
573
| – | – | 0.04% | 295 |
|
|
2022
Q2 | $141K | Sell |
573
-6
| -1% | -$1.47K | 0.05% | 298 |
|
|
2022
Q1 | $129K | Buy |
+579
| New | +$129K | 0.03% | 337 |
|
|
2021
Q3 | $134K | Buy |
633
+70
| +12% | +$14.8K | 0.05% | 282 |
|
|
2021
Q2 | $122K | Sell |
563
-25
| -4% | -$5.42K | 0.05% | 305 |
|
|
2021
Q1 | $119K | Buy |
+588
| New | +$119K | 0.07% | 228 |
|