TLFA
True Link Financial Advisors’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,150
| Closed | -$242K | – | 116 |
|
|
2023
Q1 | $242K | Hold |
1,150
| – | – | 0.03% | 112 |
|
|
2022
Q4 | $283K | Hold |
1,150
| – | – | 0.04% | 107 |
|
|
2022
Q3 | $276K | Sell |
1,150
-18
| -2% | -$4.32K | 0.04% | 116 |
|
|
2022
Q2 | $287K | Hold |
1,168
| – | – | 0.04% | 110 |
|
|
2022
Q1 | $260K | Hold |
1,168
| – | – | 0.04% | 112 |
|
|
2021
Q4 | $275K | Hold |
1,168
| – | – | 0.04% | 186 |
|
|
2021
Q3 | $248K | Hold |
1,168
| – | – | 0.03% | 187 |
|
|
2021
Q2 | $253K | Buy |
1,168
+18
| +2% | +$3.9K | 0.04% | 151 |
|
|
2021
Q1 | $233K | Hold |
1,150
| – | – | 0.03% | 204 |
|
|
2020
Q4 | $242K | Buy |
+1,150
| New | +$242K | 0.04% | 211 |
|