WealthPLAN Partners’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-252
| Closed | -$42.8K | – | 489 |
|
|
2023
Q2 | $42.8K | Sell |
252
-171
| -40% | -$29K | 0.01% | 537 |
|
|
2023
Q1 | $89K | Buy |
+423
| New | +$89K | 0.01% | 453 |
|
|
2016
Q3 | – | Sell |
-50
| Closed | -$2.35K | – | 976 |
|
|
2016
Q2 | $2.35K | Buy |
+50
| New | +$2.35K | ﹤0.01% | 2215 |
|