Peterson Wealth Services’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 |
-12,640
| Closed | -$2.14M | – | 70 |
|
|
2023
Q2 | $2.14M | Buy |
12,640
+1,129
| +10% | +$191K | 1.03% | 34 |
|
|
2023
Q1 | $2.42M | Buy |
11,511
+236
| +2% | +$49.6K | 1.25% | 27 |
|
|
2022
Q4 | $2.78M | Buy |
11,275
+103
| +0.9% | +$25.4K | 1.59% | 17 |
|
|
2022
Q3 | $2.68M | Buy |
11,172
+94
| +0.8% | +$22.5K | 1.9% | 17 |
|
|
2022
Q2 | $2.72M | Sell |
11,078
-2
| -0% | -$491 | 1.96% | 18 |
|
|
2022
Q1 | $2.47M | Buy |
11,080
+1,948
| +21% | +$434K | 1.52% | 26 |
|
|
2021
Q4 | $2.15M | Buy |
+9,132
| New | +$2.15M | 1.43% | 30 |
|