Monterey Private Wealth’s Dollar General DG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-825
Closed -$202K 101
2022
Q2
$202K Sell
825
-232
-22% -$56.8K 0.12% 98
2022
Q1
$240K Buy
+1,057
New +$240K 0.12% 104