WR Wealth Planners’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $69.5K | Sell |
|
|||||
|
2024
Q3 | $191K | Buy |
|
|||||
|
2024
Q2 | $222K | Buy |
|
|||||
|
2024
Q1 | $235K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $146K | Buy |
|
|||||
|
2023
Q2 | $163K | Buy |
|
|||||
|
2023
Q1 | $164K | Buy |
|
|||||
|
2022
Q4 | $12.4K | Buy |
|
|||||
|
2022
Q3 | $12.1K | Hold |
|
|||||
|
2022
Q2 | $12.3K | Hold |
|
|||||
|
2022
Q1 | $11.2K | Buy |
|