Marcum Wealth’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,674
| Closed | -$221K | – | 420 |
|
|
2024
Q2 | $221K | Sell |
1,674
-403
| -19% | -$53.3K | 0.02% | 325 |
|
|
2024
Q1 | $324K | Buy |
+2,077
| New | +$324K | 0.03% | 257 |
|
|
2023
Q1 | – | Sell |
-840
| Closed | -$207K | – | 406 |
|
|
2022
Q4 | $207K | Hold |
840
| – | – | 0.03% | 303 |
|
|
2022
Q3 | $201K | Buy |
+840
| New | +$201K | 0.03% | 304 |
|