Phillips Wealth Planners’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 |
-1,641
| Closed | -$209K | – | 199 |
|
|
2024
Q2 | $209K | Sell |
1,641
-40
| -2% | -$5.1K | 0.22% | 172 |
|
|
2024
Q1 | $244K | Buy |
+1,681
| New | +$244K | 0.28% | 142 |
|
|
2023
Q2 | – | Sell |
-982
| Closed | -$216K | – | 150 |
|
|
2023
Q1 | $216K | Buy |
982
+112
| +13% | +$24.7K | 0.29% | 137 |
|
|
2022
Q4 | $203K | Buy |
+870
| New | +$203K | 0.35% | 101 |
|