OWM
OneAscent Wealth Management’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,012
| Closed | -$249K | – | 182 |
|
|
2022
Q4 | $249K | Sell |
1,012
-24
| -2% | -$5.91K | 0.12% | 134 |
|
|
2022
Q3 | $248K | Buy |
+1,036
| New | +$248K | 0.13% | 114 |
|
|
2021
Q1 | – | Sell |
-5,501
| Closed | -$1.16M | – | 225 |
|
|
2020
Q4 | $1.16M | Buy |
+5,501
| New | +$1.16M | 0.52% | 27 |
|