Nicolet Advisory Services’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 |
-1,640
| Closed | -$209K | – | 372 |
|
|
2024
Q2 | $209K | Sell |
1,640
-133
| -8% | -$17K | 0.02% | 339 |
|
|
2024
Q1 | $272K | Sell |
1,773
-460
| -21% | -$70.6K | 0.03% | 285 |
|
|
2023
Q4 | $303K | Sell |
2,233
-1,627
| -42% | -$221K | 0.03% | 242 |
|
|
2023
Q3 | $413K | Buy |
3,860
+18
| +0.5% | +$1.93K | 0.05% | 179 |
|
|
2023
Q2 | $648K | Buy |
3,842
+492
| +15% | +$83K | 0.07% | 130 |
|
|
2023
Q1 | $712K | Buy |
3,350
+1,877
| +127% | +$399K | 0.08% | 117 |
|
|
2022
Q4 | $349K | Buy |
+1,473
| New | +$349K | 0.05% | 161 |
|