EWM
Evercore Wealth Management’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-959
| Closed | -$202K | – | 417 |
|
|
2023
Q1 | $202K | Sell |
959
-12
| -1% | -$2.53K | ﹤0.01% | 384 |
|
|
2022
Q4 | $239K | Sell |
971
-529
| -35% | -$130K | 0.01% | 357 |
|
|
2022
Q3 | $360K | Buy |
1,500
+527
| +54% | +$126K | 0.01% | 286 |
|
|
2022
Q2 | $239K | Hold |
973
| – | – | 0.01% | 352 |
|
|
2022
Q1 | $217K | Sell |
973
-2
| -0.2% | -$446 | ﹤0.01% | 404 |
|
|
2021
Q4 | $230K | Hold |
975
| – | – | ﹤0.01% | 394 |
|
|
2021
Q3 | $207K | Sell |
975
-153
| -14% | -$32.5K | ﹤0.01% | 405 |
|
|
2021
Q2 | $244K | Sell |
1,128
-46
| -4% | -$9.95K | ﹤0.01% | 397 |
|
|
2021
Q1 | $238K | Buy |
+1,174
| New | +$238K | ﹤0.01% | 404 |
|
|
2017
Q2 | – | Sell |
-81
| Closed | -$6K | – | 981 |
|
|
2017
Q1 | $6K | Buy |
81
+61
| +305% | +$4.52K | ﹤0.01% | 868 |
|
|
2016
Q4 | $1K | Sell |
20
-280
| -93% | -$14K | ﹤0.01% | 969 |
|
|
2016
Q3 | $21K | Sell |
300
-359
| -54% | -$25.1K | ﹤0.01% | 760 |
|
|
2016
Q2 | $62K | Buy |
659
+59
| +10% | +$5.55K | ﹤0.01% | 536 |
|
|
2016
Q1 | $51K | Hold |
600
| – | – | ﹤0.01% | 560 |
|
|
2015
Q4 | $43K | Hold |
600
| – | – | ﹤0.01% | 619 |
|
|
2015
Q3 | $43K | Hold |
600
| – | – | ﹤0.01% | 607 |
|
|
2015
Q2 | $47K | Sell |
600
-100
| -14% | -$7.83K | ﹤0.01% | 648 |
|
|
2015
Q1 | $53K | Buy |
+700
| New | +$53K | ﹤0.01% | 618 |
|
|
2013
Q4 | – | Sell |
-10
| Closed | -$1K | – | 873 |
|
|
2013
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 980 |
|