River Wealth Advisors’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 |
-1,372
| Closed | -$233K | – | 203 |
|
|
2023
Q2 | $233K | Sell |
1,372
-69
| -5% | -$11.7K | 0.04% | 194 |
|
|
2023
Q1 | $303K | Buy |
1,441
+215
| +18% | +$45.3K | 0.06% | 174 |
|
|
2022
Q4 | $302K | Buy |
+1,226
| New | +$302K | 0.06% | 180 |
|
|
2022
Q2 | – | Sell |
-1,248
| Closed | -$278K | – | 217 |
|
|
2022
Q1 | $278K | Sell |
1,248
-21
| -2% | -$4.68K | 0.04% | 199 |
|
|
2021
Q4 | $299K | Buy |
1,269
+140
| +12% | +$33K | 0.05% | 191 |
|
|
2021
Q3 | $240K | Sell |
1,129
-70
| -6% | -$14.9K | 0.04% | 198 |
|
|
2021
Q2 | $259K | Sell |
1,199
-373
| -24% | -$80.6K | 0.05% | 193 |
|
|
2021
Q1 | $319K | Buy |
1,572
+160
| +11% | +$32.5K | 0.06% | 176 |
|
|
2020
Q4 | $297K | Buy |
1,412
+188
| +15% | +$39.5K | 0.06% | 175 |
|
|
2020
Q3 | $257K | Buy |
1,224
+141
| +13% | +$29.6K | 0.07% | 173 |
|
|
2020
Q2 | $206K | Sell |
1,083
-282
| -21% | -$53.6K | 0.06% | 176 |
|
|
2020
Q1 | $206K | Buy |
+1,365
| New | +$206K | 0.08% | 151 |
|
|
2019
Q1 | – | Sell |
-125
| Closed | -$14K | – | 225 |
|
|
2018
Q4 | $14K | Hold |
125
| – | – | 0.01% | 376 |
|
|
2018
Q3 | $14K | Buy |
+125
| New | +$14K | 0.01% | 415 |
|