Total Clarity Wealth Management’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,424
| Closed | -$843K | – | 197 |
|
|
2022
Q4 | $843K | Buy |
3,424
+289
| +9% | +$71.2K | 0.43% | 60 |
|
|
2022
Q3 | $752K | Buy |
3,135
+66
| +2% | +$15.8K | 0.47% | 60 |
|
|
2022
Q2 | $753K | Buy |
3,069
+615
| +25% | +$151K | 0.39% | 61 |
|
|
2022
Q1 | $546K | Buy |
2,454
+367
| +18% | +$81.7K | 0.3% | 91 |
|
|
2021
Q4 | $492K | Buy |
2,087
+217
| +12% | +$51.2K | 0.22% | 103 |
|
|
2021
Q3 | $397K | Sell |
1,870
-100
| -5% | -$21.2K | 0.19% | 126 |
|
|
2021
Q2 | $426K | Buy |
1,970
+300
| +18% | +$64.9K | 0.24% | 116 |
|
|
2021
Q1 | $338K | Buy |
1,670
+70
| +4% | +$14.2K | 0.19% | 122 |
|
|
2020
Q4 | $336K | Buy |
1,600
+55
| +4% | +$11.6K | 0.23% | 103 |
|
|
2020
Q3 | $324K | Hold |
1,545
| – | – | 0.28% | 91 |
|
|
2020
Q2 | $294K | Buy |
1,545
+115
| +8% | +$21.9K | 0.27% | 99 |
|
|
2020
Q1 | $216K | Sell |
1,430
-115
| -7% | -$17.4K | 0.33% | 88 |
|
|
2019
Q4 | $241K | Buy |
+1,545
| New | +$241K | 0.18% | 109 |
|