RWM
RBA Wealth Management’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-13,881
| Closed | -$3.27M | – | 108 |
|
|
2021
Q4 | $3.27M | Buy |
+13,881
| New | +$3.27M | 1.55% | 34 |
|
|
2021
Q2 | – | Sell |
-12,778
| Closed | -$2.59M | – | 89 |
|
|
2021
Q1 | $2.59M | Buy |
12,778
+708
| +6% | +$143K | 2.2% | 16 |
|
|
2020
Q4 | $2.54M | Buy |
12,070
+381
| +3% | +$80.1K | 1.53% | 26 |
|
|
2020
Q3 | $2.45M | Buy |
+11,689
| New | +$2.45M | 1.66% | 20 |
|