MWC
MBM Wealth Consultants’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,051
| Closed | -$673K | – | 113 |
|
|
2023
Q3 | $673K | Buy |
6,051
+1,956
| +48% | +$217K | 0.29% | 53 |
|
|
2023
Q2 | $690K | Buy |
4,095
+775
| +23% | +$131K | 0.3% | 52 |
|
|
2023
Q1 | $777K | Hold |
3,320
| – | – | 0.32% | 38 |
|
|
2022
Q4 | $821K | Sell |
3,320
-120
| -3% | -$29.7K | 0.38% | 30 |
|
|
2022
Q3 | $848K | Sell |
3,440
-148
| -4% | -$36.5K | 0.41% | 27 |
|
|
2022
Q2 | $881K | Buy |
3,588
+112
| +3% | +$27.5K | 0.43% | 27 |
|
|
2022
Q1 | $774K | Buy |
3,476
+211
| +6% | +$47K | 0.32% | 40 |
|
|
2021
Q4 | $770K | Buy |
3,265
+422
| +15% | +$99.5K | 0.32% | 42 |
|
|
2021
Q3 | $603K | Buy |
2,843
+155
| +6% | +$32.9K | 0.28% | 46 |
|
|
2021
Q2 | $581K | Buy |
2,688
+70
| +3% | +$15.1K | 0.27% | 46 |
|
|
2021
Q1 | $530K | Buy |
2,618
+227
| +9% | +$46K | 0.27% | 47 |
|
|
2020
Q4 | $503K | Sell |
2,391
-164
| -6% | -$34.5K | 0.27% | 46 |
|
|
2020
Q3 | $536K | Buy |
2,555
+100
| +4% | +$21K | 0.34% | 38 |
|
|
2020
Q2 | $467K | Sell |
2,455
-1,033
| -30% | -$197K | 0.33% | 42 |
|
|
2020
Q1 | $527K | Buy |
3,488
+85
| +2% | +$12.8K | 0.44% | 40 |
|
|
2019
Q4 | $531K | Sell |
3,403
-334
| -9% | -$52.1K | 0.39% | 51 |
|
|
2019
Q3 | $594K | Sell |
3,737
-9
| -0.2% | -$1.43K | 0.47% | 46 |
|
|
2019
Q2 | $509K | Buy |
3,746
+69
| +2% | +$9.38K | 0.42% | 54 |
|
|
2019
Q1 | $439K | Buy |
3,677
+148
| +4% | +$17.7K | 0.38% | 59 |
|
|
2018
Q4 | $381K | Buy |
+3,529
| New | +$381K | 0.37% | 64 |
|