Jackson Grant Investment Advisers’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9
| Closed | -$1.89K | – | 433 |
|
|
2023
Q1 | $1.89K | Buy |
+9
| New | +$1.89K | ﹤0.01% | 396 |
|
|
2022
Q4 | – | Sell |
-6
| Closed | -$1K | – | 320 |
|
|
2022
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 343 |
|
|
2022
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 350 |
|
|
2022
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 351 |
|
|
2021
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 281 |
|
|
2021
Q3 | $1K | Sell |
6
-1
| -14% | -$167 | ﹤0.01% | 350 |
|
|
2021
Q2 | $2K | Buy |
7
+1
| +17% | +$286 | ﹤0.01% | 364 |
|
|
2021
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 363 |
|