KWMG
King Wealth Management Group’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,988
| Closed | -$924K | – | 154 |
|
|
2024
Q2 | $924K | Sell |
6,988
-35
| -0.5% | -$4.63K | 0.15% | 65 |
|
|
2024
Q1 | $1.1M | Buy |
7,023
+22
| +0.3% | +$3.43K | 0.19% | 57 |
|
|
2023
Q4 | $952K | Sell |
7,001
-856
| -11% | -$116K | 0.18% | 58 |
|
|
2023
Q3 | $831K | Buy |
7,857
+73
| +0.9% | +$7.72K | 0.18% | 60 |
|
|
2023
Q2 | $1.32M | Buy |
7,784
+73
| +0.9% | +$12.4K | 0.27% | 47 |
|
|
2023
Q1 | $1.62M | Hold |
7,711
| – | – | 0.36% | 44 |
|
|
2022
Q4 | $1.9M | Hold |
7,711
| – | – | 0.45% | 38 |
|
|
2022
Q3 | $1.85M | Buy |
7,711
+1
| +0% | +$240 | 0.47% | 36 |
|
|
2022
Q2 | $1.89M | Hold |
7,710
| – | – | 0.45% | 37 |
|
|
2022
Q1 | $1.72M | Hold |
7,710
| – | – | 0.34% | 43 |
|
|
2021
Q4 | $1.82M | Buy |
7,710
+475
| +7% | +$112K | 0.34% | 42 |
|
|
2021
Q3 | $1.54M | Hold |
7,235
| – | – | 0.31% | 46 |
|
|
2021
Q2 | $1.57M | Sell |
7,235
-471
| -6% | -$102K | 0.32% | 47 |
|
|
2021
Q1 | $1.56M | Sell |
7,706
-75
| -1% | -$15.2K | 0.35% | 47 |
|
|
2020
Q4 | $1.64M | Buy |
7,781
+75
| +1% | +$15.8K | 0.38% | 45 |
|
|
2020
Q3 | $1.62M | Buy |
7,706
+1,449
| +23% | +$304K | 0.42% | 36 |
|
|
2020
Q2 | $1.19M | Hold |
6,257
| – | – | 0.35% | 42 |
|
|
2020
Q1 | $945K | Buy |
6,257
+800
| +15% | +$121K | 0.41% | 38 |
|
|
2019
Q4 | $851K | Sell |
5,457
-143
| -3% | -$22.3K | 0.23% | 52 |
|
|
2019
Q3 | $890K | Buy |
5,600
+844
| +18% | +$134K | 0.26% | 50 |
|
|
2019
Q2 | $643K | Hold |
4,756
| – | – | 0.19% | 60 |
|
|
2019
Q1 | $567K | Buy |
+4,756
| New | +$567K | 0.18% | 63 |
|