Tyler-Stone 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-20
| Closed | -$2.65K | – | 437 |
|
2024
Q2 | $2.65K | Hold |
20
| – | – | ﹤0.01% | 798 |
|
2024
Q1 | $3.12K | Hold |
20
| – | – | ﹤0.01% | 774 |
|
2023
Q4 | $2.72K | Sell |
20
-5
| -20% | -$680 | ﹤0.01% | 761 |
|
2023
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 752 |
|
2023
Q2 | $4K | Buy |
+25
| New | +$4K | ﹤0.01% | 716 |
|
2022
Q1 | – | Sell |
-16
| Closed | -$4K | – | 825 |
|
2021
Q4 | $4K | Buy |
+16
| New | +$4K | ﹤0.01% | 706 |
|