RWA
Ropes Wealth Advisors’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-107
| Closed | -$23K | – | 381 |
|
|
2020
Q4 | $23K | Sell |
107
-514
| -83% | -$110K | ﹤0.01% | 468 |
|
|
2020
Q3 | $130K | Buy |
621
+404
| +186% | +$84.6K | 0.03% | 241 |
|
|
2020
Q2 | $41K | Buy |
+217
| New | +$41K | 0.01% | 326 |
|
|
2017
Q2 | – | Sell |
-2
| Closed | – | – | 531 |
|
|
2017
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 525 |
|
|
2016
Q4 | – | Sell |
-375
| Closed | -$26K | – | 491 |
|
|
2016
Q3 | $26K | Buy |
+375
| New | +$26K | 0.01% | 333 |
|
|
2016
Q1 | – | Sell |
-1,130
| Closed | -$81K | – | 472 |
|
|
2015
Q4 | $81K | Buy |
+1,130
| New | +$81K | 0.04% | 212 |
|