BWM
Biltmore Wealth Management’s Dollar General DG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | – | Sell |
-2,342
| Closed | -$220K | – | 28 |
|
2016
Q2 | $220K | Buy |
2,342
+3
| +0.1% | +$282 | 0.19% | 25 |
|
2016
Q1 | $200K | Buy |
+2,339
| New | +$200K | 0.17% | 31 |
|
2015
Q3 | – | Sell |
-2,595
| Closed | -$202K | – | 39 |
|
2015
Q2 | $202K | Buy |
+2,595
| New | +$202K | 0.17% | 43 |
|