Visionary Wealth Advisors’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,083
| Closed | -$228K | – | 467 |
|
|
2023
Q1 | $228K | Sell |
1,083
-62
| -5% | -$13K | 0.02% | 403 |
|
|
2022
Q4 | $282K | Buy |
1,145
+279
| +32% | +$68.7K | 0.03% | 335 |
|
|
2022
Q3 | $208K | Sell |
866
-1
| -0.1% | -$240 | 0.02% | 363 |
|
|
2022
Q2 | $213K | Sell |
867
-293
| -25% | -$72K | 0.02% | 387 |
|
|
2022
Q1 | $258K | Buy |
1,160
+13
| +1% | +$2.89K | 0.02% | 361 |
|
|
2021
Q4 | $271K | Buy |
+1,147
| New | +$271K | 0.02% | 311 |
|