SIA
Schechter Investment Advisors’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,883
| Closed | -$381K | – | 682 |
|
|
2024
Q2 | $381K | Buy |
2,883
+533
| +23% | +$70.5K | 0.03% | 428 |
|
|
2024
Q1 | $367K | Buy |
2,350
+77
| +3% | +$12K | 0.03% | 449 |
|
|
2023
Q4 | $309K | Buy |
+2,273
| New | +$309K | 0.03% | 460 |
|
|
2023
Q3 | – | Sell |
-2,896
| Closed | -$492K | – | 649 |
|
|
2023
Q2 | $492K | Sell |
2,896
-314
| -10% | -$53.3K | 0.04% | 390 |
|
|
2023
Q1 | $676K | Sell |
3,210
-1,348
| -30% | -$284K | 0.06% | 340 |
|
|
2022
Q4 | $1.12M | Sell |
4,558
-107
| -2% | -$26.3K | 0.1% | 255 |
|
|
2022
Q3 | $1.12M | Sell |
4,665
-575
| -11% | -$138K | 0.11% | 239 |
|
|
2022
Q2 | $1.29M | Sell |
5,240
-181
| -3% | -$44.5K | 0.13% | 203 |
|
|
2022
Q1 | $1.21M | Sell |
5,421
-1,011
| -16% | -$225K | 0.11% | 241 |
|
|
2021
Q4 | $1.52M | Buy |
+6,432
| New | +$1.52M | 0.14% | 181 |
|