PWAG
Polaris Wealth Advisory Group’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-50,229
| Closed | -$12M | – | 179 |
|
|
2022
Q3 | $12M | Buy |
+50,229
| New | +$12M | 1% | 37 |
|
|
2019
Q4 | – | Sell |
-188,063
| Closed | -$29.6M | – | 160 |
|
|
2019
Q3 | $29.6M | Buy |
+188,063
| New | +$29.6M | 2.42% | 9 |
|
|
2016
Q2 | – | Sell |
-171,135
| Closed | -$14.6M | – | 111 |
|
|
2016
Q1 | $14.6M | Buy |
+171,135
| New | +$14.6M | 2.29% | 10 |
|