VWA
Valued Wealth Advisors’s Dollar General DG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-3
| Closed | -$254 | – | 654 |
|
2024
Q3 | $254 | Buy |
3
+2
| +200% | +$169 | ﹤0.01% | 585 |
|
2024
Q2 | $133 | Hold |
1
| – | – | ﹤0.01% | 581 |
|
2024
Q1 | $157 | Sell |
1
-1
| -50% | -$157 | ﹤0.01% | 563 |
|
2023
Q4 | $212 | Buy |
+2
| New | +$212 | ﹤0.01% | 499 |
|