MorganRosel Wealth Management’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,068
| Closed | -$1M | – | 93 |
|
|
2022
Q4 | $1M | Buy |
4,068
+621
| +18% | +$153K | 0.46% | 42 |
|
|
2022
Q3 | $827K | Buy |
+3,447
| New | +$827K | 0.41% | 44 |
|
|
2021
Q1 | – | Sell |
-4,119
| Closed | -$866K | – | 80 |
|
|
2020
Q4 | $866K | Buy |
4,119
+12
| +0.3% | +$2.52K | 0.61% | 33 |
|
|
2020
Q3 | $861K | Buy |
4,107
+18
| +0.4% | +$3.77K | 0.69% | 25 |
|
|
2020
Q2 | $779K | Sell |
4,089
-396
| -9% | -$75.4K | 0.72% | 24 |
|
|
2020
Q1 | $677K | Sell |
4,485
-222
| -5% | -$33.5K | 0.77% | 22 |
|
|
2019
Q4 | $734K | Sell |
4,707
-1,310
| -22% | -$204K | 0.56% | 38 |
|
|
2019
Q3 | $956K | Sell |
6,017
-141
| -2% | -$22.4K | 0.78% | 20 |
|
|
2019
Q2 | $832K | Sell |
6,158
-214
| -3% | -$28.9K | 0.69% | 32 |
|
|
2019
Q1 | $760K | Buy |
+6,372
| New | +$760K | 0.64% | 38 |
|