IWS
Insight Wealth Strategies’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,226
| Closed | -$1.48M | – | 162 |
|
|
2024
Q2 | $1.48M | Buy |
11,226
+562
| +5% | +$74.3K | 0.21% | 108 |
|
|
2024
Q1 | $1.66M | Buy |
10,664
+2,105
| +25% | +$329K | 0.24% | 106 |
|
|
2023
Q4 | $1.16M | Buy |
8,559
+2,982
| +53% | +$405K | 0.19% | 110 |
|
|
2023
Q3 | $590K | Buy |
5,577
+522
| +10% | +$55.2K | 0.11% | 111 |
|
|
2023
Q2 | $858K | Buy |
5,055
+35
| +0.7% | +$5.94K | 0.16% | 98 |
|
|
2023
Q1 | $1.06M | Buy |
+5,020
| New | +$1.06M | 0.21% | 90 |
|