Retirement Planning Company of New England’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $200K | Buy |
+1,752
| New | +$200K | 0.09% | 226 |
|
2024
Q4 | – | Sell |
-2,489
| Closed | -$211K | – | 234 |
|
2024
Q3 | $211K | Buy |
2,489
+932
| +60% | +$78.8K | 0.1% | 216 |
|
2024
Q2 | $206K | Buy |
+1,557
| New | +$206K | 0.11% | 201 |
|
2022
Q1 | – | Sell |
-486
| Closed | -$114K | – | 375 |
|
2021
Q4 | $114K | Buy |
+486
| New | +$114K | 0.06% | 288 |
|