CWM
Chesapeake Wealth Management’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,020
| Closed | -$221K | – | 204 |
|
|
2021
Q2 | $221K | Sell |
1,020
-253
| -20% | -$54.8K | 0.07% | 214 |
|
|
2021
Q1 | $258K | Sell |
1,273
-2,646
| -68% | -$536K | 0.09% | 199 |
|
|
2020
Q4 | $824K | Buy |
3,919
+375
| +11% | +$78.8K | 0.28% | 94 |
|
|
2020
Q3 | $743K | Buy |
3,544
+1,626
| +85% | +$341K | 0.28% | 91 |
|
|
2020
Q2 | $365K | Buy |
+1,918
| New | +$365K | 0.15% | 141 |
|