LWA
Lowe Wealth Advisors’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-200
| Closed | -$16.9K | – | 360 |
|
|
2024
Q3 | $16.9K | Sell |
200
-40
| -17% | -$3.38K | 0.01% | 182 |
|
|
2024
Q2 | $31.7K | Hold |
240
| – | – | 0.01% | 148 |
|
|
2024
Q1 | $37.5K | Hold |
240
| – | – | 0.02% | 131 |
|
|
2023
Q4 | $32.6K | Buy |
+240
| New | +$32.6K | 0.02% | 137 |
|
|
2023
Q3 | – | Sell |
-25
| Closed | -$4.25K | – | 319 |
|
|
2023
Q2 | $4.25K | Hold |
25
| – | – | ﹤0.01% | 275 |
|
|
2023
Q1 | $5.26K | Sell |
25
-25
| -50% | -$5.26K | ﹤0.01% | 251 |
|
|
2022
Q4 | $12.3K | Sell |
50
-50
| -50% | -$12.3K | 0.01% | 197 |
|
|
2022
Q3 | $24K | Hold |
100
| – | – | 0.01% | 137 |
|
|
2022
Q2 | $25K | Hold |
100
| – | – | 0.01% | 128 |
|
|
2022
Q1 | $22K | Hold |
100
| – | – | 0.01% | 142 |
|
|
2021
Q4 | $24K | Hold |
100
| – | – | 0.01% | 138 |
|
|
2021
Q3 | $21K | Hold |
100
| – | – | 0.01% | 137 |
|
|
2021
Q2 | $22K | Hold |
100
| – | – | 0.01% | 136 |
|
|
2021
Q1 | $20K | Hold |
100
| – | – | 0.01% | 134 |
|
|
2020
Q4 | $21K | Hold |
100
| – | – | 0.01% | 129 |
|
|
2020
Q3 | $21K | Hold |
100
| – | – | 0.01% | 116 |
|
|
2020
Q2 | $19K | Hold |
100
| – | – | 0.01% | 110 |
|
|
2020
Q1 | $15K | Hold |
100
| – | – | 0.01% | 117 |
|
|
2019
Q4 | $16K | Hold |
100
| – | – | 0.01% | 127 |
|
|
2019
Q3 | $16K | Hold |
100
| – | – | 0.01% | 121 |
|
|
2019
Q2 | $14K | Buy |
+100
| New | +$14K | 0.01% | 135 |
|