CWM
Confluence Wealth Management’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $938K | Sell |
5,903
-884
| -13% | -$140K | 0.46% | 54 |
|
|
2020
Q2 | $1.29M | Sell |
6,787
-16
| -0.2% | -$3.05K | 0.61% | 44 |
|
|
2020
Q1 | $1.03M | Buy |
6,803
+964
| +17% | +$146K | 0.57% | 48 |
|
|
2019
Q4 | $911K | Sell |
5,839
-64
| -1% | -$9.99K | 0.42% | 55 |
|
|
2019
Q3 | $938K | Buy |
5,903
+128
| +2% | +$20.3K | 0.46% | 54 |
|
|
2019
Q2 | $781K | Buy |
5,775
+62
| +1% | +$8.39K | 0.38% | 62 |
|
|
2019
Q1 | $682K | Buy |
5,713
+3,692
| +183% | +$441K | 0.34% | 67 |
|
|
2018
Q4 | $218K | Buy |
+2,021
| New | +$218K | 0.12% | 110 |
|