Transform Wealth’s Dollar General DG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-23,224	Closed	-$5.73M	–	256
2022 Q4	$5.73M	Buy	23,224 +2,259	+11%	+$558K	0.64%	55
2022 Q3	$5.03M	Buy	+20,965	New	+$5.03M	0.65%	53