BWM
BCS 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 |
-1,351
| Closed | -$333K | – | 170 |
|
|
2022
Q4 | $333K | Hold |
1,351
| – | – | 0.14% | 138 |
|
|
2022
Q3 | $324K | Sell |
1,351
-45
| -3% | -$10.8K | 0.15% | 136 |
|
|
2022
Q2 | $343K | Sell |
1,396
-28
| -2% | -$6.88K | 0.15% | 124 |
|
|
2022
Q1 | $317K | Sell |
1,424
-27
| -2% | -$6.01K | 0.13% | 141 |
|
|
2021
Q4 | $342K | Buy |
1,451
+63
| +5% | +$14.8K | 0.12% | 144 |
|
|
2021
Q3 | $295K | Hold |
1,388
| – | – | 0.13% | 136 |
|
|
2021
Q2 | $300K | Buy |
+1,388
| New | +$300K | 0.16% | 117 |
|
|
2020
Q3 | – | Sell |
-1,210
| Closed | -$230K | – | 129 |
|
|
2020
Q2 | $230K | Buy |
+1,210
| New | +$230K | 0.14% | 110 |
|