AFWM
AMJ Financial Wealth Management’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,408
| Closed | -$347K | – | 59 |
|
|
2022
Q4 | $347K | Hold |
1,408
| – | – | 0.21% | 43 |
|
|
2022
Q3 | $338K | Buy |
1,408
+421
| +43% | +$101K | 0.22% | 40 |
|
|
2022
Q2 | $242K | Buy |
987
+34
| +4% | +$8.34K | 0.2% | 46 |
|
|
2022
Q1 | $212K | Hold |
953
| – | – | 0.09% | 81 |
|
|
2021
Q4 | $225K | Hold |
953
| – | – | 0.08% | 90 |
|
|
2021
Q3 | $202K | Hold |
953
| – | – | 0.08% | 90 |
|
|
2021
Q2 | $206K | Buy |
+953
| New | +$206K | 0.09% | 89 |
|
|
2021
Q1 | – | Sell |
-10,797
| Closed | -$2.27M | – | 90 |
|
|
2020
Q4 | $2.27M | Buy |
10,797
+685
| +7% | +$144K | 1.16% | 36 |
|
|
2020
Q3 | $2.12M | Buy |
10,112
+988
| +11% | +$207K | 1.25% | 33 |
|
|
2020
Q2 | $1.74M | Buy |
9,124
+19
| +0.2% | +$3.62K | 1.18% | 35 |
|
|
2020
Q1 | $1.38M | Sell |
9,105
-10,452
| -53% | -$1.58M | 2.39% | 13 |
|
|
2019
Q4 | $3.05M | Buy |
+19,557
| New | +$3.05M | 2.14% | 23 |
|