MYIA
Mount Yale Investment Advisors’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.8K | Buy |
+217
| New | +$24.8K | ﹤0.01% | 997 |
|
|
2024
Q4 | – | Sell |
-54,449
| Closed | -$4.6M | – | 549 |
|
|
2024
Q3 | $4.6M | Buy |
54,449
+15,806
| +41% | +$1.34M | 0.44% | 54 |
|
|
2024
Q2 | $5.11M | Sell |
38,643
-4,994
| -11% | -$660K | 0.4% | 46 |
|
|
2024
Q1 | $6.81M | Buy |
43,637
+18,782
| +76% | +$2.93M | 0.52% | 33 |
|
|
2023
Q4 | $3.38M | Sell |
24,855
-15,230
| -38% | -$2.07M | 0.32% | 78 |
|
|
2023
Q3 | $4.24M | Buy |
40,085
+37,792
| +1,648% | +$4M | 0.46% | 46 |
|
|
2023
Q2 | $389K | Buy |
2,293
+922
| +67% | +$157K | 0.04% | 341 |
|
|
2023
Q1 | $289K | Buy |
+1,371
| New | +$289K | 0.03% | 388 |
|
|
2022
Q3 | – | Sell |
-2,396
| Closed | -$588K | – | 452 |
|
|
2022
Q2 | $588K | Sell |
2,396
-105
| -4% | -$25.8K | 0.07% | 257 |
|
|
2022
Q1 | $557K | Sell |
2,501
-168
| -6% | -$37.4K | 0.06% | 293 |
|
|
2021
Q4 | $629K | Sell |
2,669
-37
| -1% | -$8.72K | 0.07% | 259 |
|
|
2021
Q3 | $574K | Sell |
2,706
-188
| -6% | -$39.9K | 0.07% | 263 |
|
|
2021
Q2 | $626K | Buy |
2,894
+60
| +2% | +$13K | 0.08% | 241 |
|
|
2021
Q1 | $574K | Sell |
2,834
-33
| -1% | -$6.68K | 0.07% | 242 |
|
|
2020
Q4 | $603K | Sell |
2,867
-155
| -5% | -$32.6K | 0.08% | 231 |
|
|
2020
Q3 | $633K | Buy |
3,022
+135
| +5% | +$28.3K | 0.09% | 213 |
|
|
2020
Q2 | $550K | Buy |
+2,887
| New | +$550K | 0.1% | 215 |
|
|
2018
Q4 | – | Sell |
-245
| Closed | -$28K | – | 428 |
|
|
2018
Q3 | $28K | Buy |
+245
| New | +$28K | ﹤0.01% | 714 |
|