TFO Wealth Partners’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1
| Closed | -$156 | – | 242 |
|
|
2024
Q1 | $156 | Hold |
1
| – | – | ﹤0.01% | 549 |
|
|
2023
Q4 | $136 | Sell |
1
-5
| -83% | -$680 | ﹤0.01% | 738 |
|
|
2023
Q3 | $1.02K | Buy |
6
+5
| +500% | +$849 | ﹤0.01% | 277 |
|
|
2023
Q2 | $170 | Hold |
1
| – | – | ﹤0.01% | 550 |
|
|
2023
Q1 | $210 | Sell |
1
-19
| -95% | -$3.99K | ﹤0.01% | 460 |
|
|
2022
Q4 | $1.96K | Buy |
+20
| New | +$1.96K | ﹤0.01% | 258 |
|
|
2022
Q3 | – | Sell |
-59
| Closed | -$14K | – | 224 |
|
|
2022
Q2 | $14K | Buy |
+59
| New | +$14K | ﹤0.01% | 104 |
|