TWM
TriaGen Wealth Management’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $704K | Buy |
+6,156
| New | +$704K | 0.21% | 95 |
|
|
2023
Q2 | – | Sell |
-1,101
| Closed | -$232K | – | 172 |
|
|
2023
Q1 | $232K | Sell |
1,101
-226
| -17% | -$47.6K | 0.12% | 146 |
|
|
2022
Q4 | $327K | Sell |
1,327
-10
| -0.7% | -$2.46K | 0.18% | 124 |
|
|
2022
Q3 | $321K | Buy |
1,337
+6
| +0.5% | +$1.44K | 0.18% | 114 |
|
|
2022
Q2 | $327K | Buy |
+1,331
| New | +$327K | 0.23% | 102 |
|
|
2021
Q1 | – | Sell |
-8,221
| Closed | -$1.73M | – | 169 |
|
|
2020
Q4 | $1.73M | Buy |
+8,221
| New | +$1.73M | 1.01% | 34 |
|