Oxler 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
Q4 | – | Sell |
-4,390
| Closed | -$1.05M | – | 138 |
|
|
2022
Q3 | $1.05M | Buy |
4,390
+9
| +0.2% | +$2.16K | 0.59% | 44 |
|
|
2022
Q2 | $1.08M | Buy |
4,381
+9
| +0.2% | +$2.21K | 0.52% | 49 |
|
|
2022
Q1 | $973K | Buy |
4,372
+8
| +0.2% | +$1.78K | 0.44% | 60 |
|
|
2021
Q4 | $1.03M | Hold |
4,364
| – | – | 0.43% | 63 |
|
|
2021
Q3 | $925K | Hold |
4,364
| – | – | 0.41% | 68 |
|
|
2021
Q2 | $944K | Hold |
4,364
| – | – | 0.41% | 69 |
|
|
2021
Q1 | $884K | Buy |
4,364
+3,014
| +223% | +$611K | 0.45% | 60 |
|
|
2020
Q4 | $283K | Buy |
+1,350
| New | +$283K | 0.16% | 86 |
|