Meridian Wealth Advisors’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,989
| Closed | -$338K | – | 182 |
|
|
2023
Q2 | $338K | Buy |
1,989
+2
| +0.1% | +$340 | 0.08% | 136 |
|
|
2023
Q1 | $418K | Buy |
1,987
+2
| +0.1% | +$421 | 0.1% | 124 |
|
|
2022
Q4 | $489K | Buy |
1,985
+1
| +0.1% | +$246 | 0.13% | 115 |
|
|
2022
Q3 | $476K | Buy |
1,984
+2
| +0.1% | +$480 | 0.13% | 115 |
|
|
2022
Q2 | $487K | Buy |
1,982
+539
| +37% | +$132K | 0.13% | 120 |
|
|
2022
Q1 | $321K | Buy |
1,443
+562
| +64% | +$125K | 0.07% | 159 |
|
|
2021
Q4 | $208K | Buy |
+881
| New | +$208K | 0.05% | 189 |
|
|
2021
Q3 | – | Sell |
-943
| Closed | -$204K | – | 198 |
|
|
2021
Q2 | $204K | Buy |
+943
| New | +$204K | 0.06% | 189 |
|
|
2021
Q1 | – | Sell |
-1,300
| Closed | -$273K | – | 185 |
|
|
2020
Q4 | $273K | Sell |
1,300
-321
| -20% | -$67.4K | 0.1% | 147 |
|
|
2020
Q3 | $340K | Sell |
1,621
-317
| -16% | -$66.5K | 0.15% | 118 |
|
|
2020
Q2 | $369K | Buy |
+1,938
| New | +$369K | 0.17% | 111 |
|