FMWA
Forvis Mazars Wealth Advisors’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-986
| Closed | -$208K | – | 412 |
|
|
2023
Q1 | $208K | Buy |
+986
| New | +$208K | 0.01% | 388 |
|
|
2022
Q3 | – | Sell |
-885
| Closed | -$218K | – | 386 |
|
|
2022
Q2 | $218K | Buy |
+885
| New | +$218K | 0.01% | 366 |
|
|
2021
Q1 | – | Sell |
-1,557
| Closed | -$327K | – | 299 |
|
|
2020
Q4 | $327K | Buy |
1,557
+479
| +44% | +$101K | 0.02% | 279 |
|
|
2020
Q3 | $226K | Buy |
+1,078
| New | +$226K | 0.01% | 299 |
|
|
2016
Q3 | – | Sell |
-2,549
| Closed | -$240K | – | 187 |
|
|
2016
Q2 | $240K | Buy |
+2,549
| New | +$240K | 0.04% | 164 |
|