MWM

Modern Wealth Management’s Dollar General DG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-13,048	Closed	-$1.1M	–	585
2024 Q3	$1.1M	Buy	13,048 +2,127	+19%	+$180K	0.07%	156
2024 Q2	$1.44M	Buy	10,921 +137	+1%	+$18.1K	0.11%	116
2024 Q1	$1.68M	Buy	+10,784	New	+$1.68M	0.16%	85