L.M. Kohn & Company’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 |
-2,513
| Closed | -$529K | – | 240 |
|
|
2023
Q1 | $529K | Buy |
2,513
+68
| +3% | +$14.3K | 0.22% | 108 |
|
|
2022
Q4 | $602K | Buy |
2,445
+375
| +18% | +$92.3K | 0.28% | 91 |
|
|
2022
Q3 | $497K | Buy |
2,070
+19
| +0.9% | +$4.56K | 0.24% | 101 |
|
|
2022
Q2 | $504K | Sell |
2,051
-279
| -12% | -$68.6K | 0.24% | 108 |
|
|
2022
Q1 | $519K | Buy |
+2,330
| New | +$519K | 0.2% | 126 |
|