Secure Asset Management’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-16,904
| Closed | -$2.64M | – | 283 |
|
|
2024
Q1 | $2.64M | Sell |
16,904
-306
| -2% | -$47.8K | 0.62% | 30 |
|
|
2023
Q4 | $2.34M | Sell |
17,210
-1,445
| -8% | -$196K | 0.63% | 31 |
|
|
2023
Q3 | $1.97M | Buy |
+18,655
| New | +$1.97M | 0.59% | 42 |
|
|
2022
Q1 | – | Sell |
-1,091
| Closed | -$257K | – | 210 |
|
|
2021
Q4 | $257K | Buy |
+1,091
| New | +$257K | 0.1% | 168 |
|
|
2021
Q3 | – | Sell |
-1,053
| Closed | -$228K | – | 186 |
|
|
2021
Q2 | $228K | Buy |
1,053
+48
| +5% | +$10.4K | 0.12% | 166 |
|
|
2021
Q1 | $204K | Buy |
+1,005
| New | +$204K | 0.11% | 173 |
|