GWM
GSB Wealth Management’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,739
| Closed | -$230K | – | 235 |
|
|
2024
Q2 | $230K | Sell |
1,739
-44
| -2% | -$5.82K | 0.06% | 204 |
|
|
2024
Q1 | $278K | Sell |
1,783
-1,138
| -39% | -$178K | 0.08% | 187 |
|
|
2023
Q4 | $397K | Sell |
2,921
-98
| -3% | -$13.3K | 0.12% | 148 |
|
|
2023
Q3 | $319K | Sell |
3,019
-29
| -1% | -$3.07K | 0.11% | 152 |
|
|
2023
Q2 | $517K | Buy |
3,048
+797
| +35% | +$135K | 0.17% | 130 |
|
|
2023
Q1 | $474K | Buy |
2,251
+111
| +5% | +$23.4K | 0.15% | 145 |
|
|
2022
Q4 | $527K | Buy |
2,140
+2
| +0.1% | +$493 | 0.19% | 136 |
|
|
2022
Q3 | $513K | Sell |
2,138
-242
| -10% | -$58.1K | 0.19% | 142 |
|
|
2022
Q2 | $584K | Sell |
2,380
-47
| -2% | -$11.5K | 0.2% | 139 |
|
|
2022
Q1 | $540K | Buy |
2,427
+35
| +1% | +$7.79K | 0.16% | 155 |
|
|
2021
Q4 | $564K | Buy |
+2,392
| New | +$564K | 0.16% | 151 |
|
|
2021
Q3 | – | Sell |
-2,387
| Closed | -$517K | – | 170 |
|
|
2021
Q2 | $517K | Buy |
2,387
+2
| +0.1% | +$433 | 0.16% | 151 |
|
|
2021
Q1 | $483K | Buy |
+2,385
| New | +$483K | 0.16% | 143 |
|