LWP
Lumature Wealth Partners’s Dollar General DG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $24.1K | Buy |
142
+6
| +4% | +$1.02K | 0.01% | 269 |
|
2023
Q1 | $28.6K | Sell |
136
-5
| -4% | -$1.05K | 0.02% | 250 |
|
2022
Q4 | $34.7K | Hold |
141
| – | – | 0.02% | 240 |
|
2022
Q3 | $34K | Sell |
141
-23
| -14% | -$5.55K | 0.02% | 247 |
|
2022
Q2 | $40K | Sell |
164
-212
| -56% | -$51.7K | 0.02% | 246 |
|
2022
Q1 | $84K | Sell |
376
-10
| -3% | -$2.23K | 0.03% | 224 |
|
2021
Q4 | $91K | Sell |
386
-2
| -0.5% | -$472 | 0.04% | 191 |
|
2021
Q3 | $82K | Buy |
388
+1
| +0.3% | +$211 | 0.03% | 193 |
|
2021
Q2 | $84K | Sell |
387
-5
| -1% | -$1.09K | 0.03% | 191 |
|
2021
Q1 | $79K | Buy |
+392
| New | +$79K | 0.04% | 188 |
|