WR Wealth Planners’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $69.5K | Sell |
917
-1,345
| -59% | -$102K | 0.02% | 283 |
|
|
2024
Q3 | $191K | Buy |
2,262
+583
| +35% | +$49.3K | 0.05% | 190 |
|
|
2024
Q2 | $222K | Buy |
1,679
+174
| +12% | +$23K | 0.07% | 157 |
|
|
2024
Q1 | $235K | Buy |
+1,505
| New | +$235K | 0.07% | 155 |
|
|
2023
Q4 | – | Sell |
-1,382
| Closed | -$146K | – | 342 |
|
|
2023
Q3 | $146K | Buy |
1,382
+419
| +44% | +$44.3K | 0.06% | 200 |
|
|
2023
Q2 | $163K | Buy |
963
+183
| +23% | +$31.1K | 0.06% | 189 |
|
|
2023
Q1 | $164K | Buy |
780
+729
| +1,429% | +$153K | 0.07% | 175 |
|
|
2022
Q4 | $12.4K | Buy |
51
+1
| +2% | +$244 | 0.01% | 249 |
|
|
2022
Q3 | $12.1K | Hold |
50
| – | – | 0.01% | 241 |
|
|
2022
Q2 | $12.3K | Hold |
50
| – | – | 0.01% | 262 |
|
|
2022
Q1 | $11.2K | Buy |
+50
| New | +$11.2K | 0.01% | 285 |
|