LBMC Investment Advisors’s Dollar General DG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-933
| Closed | -$230K | – | 164 |
|
2022
Q4 | $230K | Buy |
933
+10
| +1% | +$2.46K | 0.02% | 140 |
|
2022
Q3 | $221K | Hold |
923
| – | – | 0.03% | 140 |
|
2022
Q2 | $227K | Hold |
923
| – | – | 0.02% | 138 |
|
2022
Q1 | $205K | Hold |
923
| – | – | 0.02% | 156 |
|
2021
Q4 | $218K | Buy |
+923
| New | +$218K | 0.02% | 157 |
|
2021
Q3 | – | Sell |
-998
| Closed | -$216K | – | 163 |
|
2021
Q2 | $216K | Buy |
+998
| New | +$216K | 0.02% | 156 |
|