IFS
Intelligent Financial Strategies’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-241
| Closed | -$37.6K | – | 83 |
|
|
2024
Q1 | $37.6K | Sell |
241
-128
| -35% | -$20K | 0.02% | 69 |
|
|
2023
Q4 | $50.2K | Hold |
369
| – | – | 0.04% | 55 |
|
|
2023
Q3 | $39K | Sell |
369
-132
| -26% | -$14K | 0.03% | 64 |
|
|
2023
Q2 | $85K | Buy |
501
+1
| +0.2% | +$170 | 0.06% | 52 |
|
|
2023
Q1 | $105K | Hold |
500
| – | – | 0.08% | 47 |
|
|
2022
Q4 | $123K | Hold |
500
| – | – | 0.1% | 48 |
|
|
2022
Q3 | $120K | Buy |
500
+1
| +0.2% | +$240 | 0.13% | 50 |
|
|
2022
Q2 | $122K | Sell |
499
-144
| -22% | -$35.2K | 0.12% | 49 |
|
|
2022
Q1 | $143K | Hold |
643
| – | – | 0.14% | 51 |
|
|
2021
Q4 | $152K | Buy |
+643
| New | +$152K | 0.14% | 53 |
|