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Schwarz Dygos Wheeler Investment Advisors’s Dollar General DG Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’s Portfolio DG Stock Details DG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-923
Closed -$227K – 139
2022
Q4 		$227K Hold
923
– – 0.09% 112
2022
Q3 		$221K Hold
923
– – 0.1% 104
2022
Q2 		$227K Hold
923
– – 0.09% 111
2022
Q1 		$205K Hold
923
– – 0.07% 129
2021
Q4 		$218K Buy
+923
New +$218K 0.07% 126