Impact Partnership Wealth’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,328
| Closed | -$631K | – | 282 |
|
|
2024
Q4 | $631K | Buy |
+8,328
| New | +$631K | 0.13% | 95 |
|
|
2024
Q2 | – | Sell |
-10
| Closed | -$1.56K | – | 325 |
|
|
2024
Q1 | $1.56K | Buy |
+10
| New | +$1.56K | ﹤0.01% | 595 |
|
|
2023
Q3 | – | Sell |
-45
| Closed | -$7.64K | – | 1054 |
|
|
2023
Q2 | $7.64K | Buy |
+45
| New | +$7.64K | ﹤0.01% | 448 |
|