Icon Wealth Partners’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $296K | Buy |
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|
2022
Q2 | $214K | Sell |
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|
2022
Q1 | $334K | Buy |
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|
2021
Q4 | $353K | Buy |
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|
2021
Q3 | $316K | Buy |
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|
2021
Q2 | $320K | Buy |
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|
2021
Q1 | $298K | Sell |
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|
2020
Q4 | $2.01M | Buy |
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|
2020
Q3 | $1.59M | Buy |
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|
2020
Q2 | $280K | Buy |
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|
2020
Q1 | $221K | Sell |
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|
2019
Q4 | $287K | Buy |
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|
2019
Q3 | $242K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $113K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $111K | Sell |
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|
2018
Q1 | $148K | Sell |
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|
2017
Q4 | $203K | Buy |
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