JWM
Janiczek Wealth Management’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $10.4K | Hold |
79
| – | – | ﹤0.01% | 651 |
|
|
2024
Q1 | $12.3K | Buy |
79
+13
| +20% | +$2.03K | ﹤0.01% | 646 |
|
|
2023
Q4 | $8.97K | Buy |
66
+62
| +1,550% | +$8.43K | ﹤0.01% | 678 |
|
|
2023
Q3 | $424 | Sell |
4
-25
| -86% | -$2.65K | ﹤0.01% | 994 |
|
|
2023
Q2 | $4.92K | Hold |
29
| – | – | ﹤0.01% | 656 |
|
|
2023
Q1 | $6.18K | Sell |
29
-8
| -22% | -$1.71K | ﹤0.01% | 642 |
|
|
2022
Q4 | $8.61K | Hold |
37
| – | – | ﹤0.01% | 586 |
|
|
2022
Q3 | $9K | Buy |
37
+8
| +28% | +$1.95K | ﹤0.01% | 554 |
|
|
2022
Q2 | $7K | Sell |
29
-4
| -12% | -$966 | ﹤0.01% | 610 |
|
|
2022
Q1 | $7K | Sell |
33
-15
| -31% | -$3.18K | ﹤0.01% | 618 |
|
|
2021
Q4 | $11K | Hold |
48
| – | – | ﹤0.01% | 577 |
|
|
2021
Q3 | $10K | Hold |
48
| – | – | ﹤0.01% | 566 |
|
|
2021
Q2 | $10K | Sell |
48
-10
| -17% | -$2.08K | ﹤0.01% | 549 |
|
|
2021
Q1 | $12K | Sell |
58
-75
| -56% | -$15.5K | ﹤0.01% | 489 |
|
|
2020
Q4 | $28K | Buy |
133
+70
| +111% | +$14.7K | 0.01% | 291 |
|
|
2020
Q3 | $13K | Buy |
63
+42
| +200% | +$8.67K | 0.01% | 204 |
|
|
2020
Q2 | $4K | Buy |
+21
| New | +$4K | ﹤0.01% | 198 |
|