First Western Trust Bank’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-25,710
| Closed | -$4.37M | – | 174 |
|
2023
Q2 | $4.37M | Sell |
25,710
-1,136
| -4% | -$193K | 0.21% | 46 |
|
2023
Q1 | $5.65M | Buy |
26,846
+836
| +3% | +$176K | 0.29% | 37 |
|
2022
Q4 | $6.4M | Buy |
26,010
+1,131
| +5% | +$279K | 0.37% | 34 |
|
2022
Q3 | $5.97M | Buy |
24,879
+548
| +2% | +$131K | 0.4% | 30 |
|
2022
Q2 | $6.01M | Sell |
24,331
-1,139
| -4% | -$281K | 0.4% | 33 |
|
2022
Q1 | $5.79M | Buy |
+25,470
| New | +$5.79M | 0.3% | 42 |
|