MGWM
Marks Group Wealth Management’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,273
| Closed | -$309K | – | 302 |
|
|
2023
Q4 | $309K | Sell |
2,273
-27,050
| -92% | -$3.68M | 0.04% | 259 |
|
|
2023
Q3 | $3.1M | Buy |
29,323
+1,149
| +4% | +$122K | 0.38% | 89 |
|
|
2023
Q2 | $4.78M | Buy |
28,174
+1,314
| +5% | +$223K | 0.57% | 77 |
|
|
2023
Q1 | $5.65M | Buy |
26,860
+595
| +2% | +$125K | 0.72% | 62 |
|
|
2022
Q4 | $6.47M | Buy |
26,265
+146
| +0.6% | +$36K | 0.88% | 35 |
|
|
2022
Q3 | $6.27M | Buy |
26,119
+508
| +2% | +$122K | 0.95% | 24 |
|
|
2022
Q2 | $6.29M | Sell |
25,611
-3,837
| -13% | -$942K | 0.91% | 21 |
|
|
2022
Q1 | $6.56M | Buy |
29,448
+2,328
| +9% | +$518K | 0.82% | 39 |
|
|
2021
Q4 | $6.4M | Buy |
27,120
+247
| +0.9% | +$58.2K | 0.78% | 46 |
|
|
2021
Q3 | $5.7M | Sell |
26,873
-201
| -0.7% | -$42.6K | 0.77% | 49 |
|
|
2021
Q2 | $5.86M | Buy |
27,074
+2,066
| +8% | +$447K | 0.8% | 36 |
|
|
2021
Q1 | $5.04M | Buy |
25,008
+1,246
| +5% | +$251K | 0.75% | 61 |
|
|
2020
Q4 | $5M | Sell |
23,762
-333
| -1% | -$70K | 0.78% | 49 |
|
|
2020
Q3 | $5.05M | Sell |
24,095
-143
| -0.6% | -$30K | 0.91% | 21 |
|
|
2020
Q2 | $4.61M | Sell |
24,238
-731
| -3% | -$139K | 0.94% | 21 |
|
|
2020
Q1 | $3.77M | Sell |
24,969
-6,168
| -20% | -$930K | 0.97% | 18 |
|
|
2019
Q4 | $4.86M | Buy |
+31,137
| New | +$4.86M | 0.96% | 26 |
|