EWM
EPG Wealth Management’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,879
| Closed | -$582K | – | 424 |
|
|
2024
Q3 | $582K | Buy |
+6,879
| New | +$582K | 0.15% | 151 |
|
|
2024
Q2 | – | Sell |
-5,523
| Closed | -$862K | – | 128 |
|
|
2024
Q1 | $862K | Buy |
5,523
+595
| +12% | +$92.9K | 0.21% | 127 |
|
|
2023
Q4 | $649K | Buy |
4,928
+2,430
| +97% | +$320K | 0.17% | 141 |
|
|
2023
Q3 | $264K | Buy |
2,498
+554
| +28% | +$58.6K | 0.08% | 206 |
|
|
2023
Q2 | $330K | Buy |
+1,944
| New | +$330K | 0.1% | 181 |
|
|
2020
Q2 | – | Sell |
-3
| Closed | – | – | 276 |
|
|
2020
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 788 |
|