Nvest Financial’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 |
-2,923
| Closed | -$496K | – | 63 |
|
|
2023
Q2 | $496K | Buy |
2,923
+316
| +12% | +$53.6K | 0.43% | 42 |
|
|
2023
Q1 | $549K | Sell |
2,607
-64
| -2% | -$13.5K | 0.57% | 41 |
|
|
2022
Q4 | $658K | Buy |
2,671
+25
| +0.9% | +$6.16K | 0.82% | 34 |
|
|
2022
Q3 | $635K | Buy |
2,646
+363
| +16% | +$87.1K | 0.9% | 33 |
|
|
2022
Q2 | $560K | Buy |
2,283
+220
| +11% | +$54K | 0.59% | 40 |
|
|
2022
Q1 | $459K | Buy |
+2,063
| New | +$459K | 0.38% | 51 |
|