SWM
Selective Wealth Management’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-705
| Closed | -$169K | – | 244 |
|
|
2022
Q3 | $169K | Hold |
705
| – | – | 0.07% | 148 |
|
|
2022
Q2 | $173K | Buy |
705
+200
| +40% | +$49.1K | 0.06% | 155 |
|
|
2022
Q1 | $112K | Hold |
505
| – | – | 0.04% | 193 |
|
|
2021
Q4 | $119K | Hold |
505
| – | – | 0.05% | 179 |
|
|
2021
Q3 | $107K | Hold |
505
| – | – | 0.06% | 172 |
|
|
2021
Q2 | $109K | Buy |
505
+205
| +68% | +$44.2K | 0.09% | 111 |
|
|
2021
Q1 | $61K | Buy |
300
+200
| +200% | +$40.7K | 0.06% | 113 |
|
|
2020
Q4 | $21K | Hold |
100
| – | – | 0.01% | 180 |
|
|
2020
Q3 | $21K | Sell |
100
-18
| -15% | -$3.78K | 0.02% | 152 |
|
|
2020
Q2 | $22K | Buy |
118
+100
| +556% | +$18.6K | 0.02% | 166 |
|
|
2020
Q1 | $3K | Hold |
18
| – | – | ﹤0.01% | 238 |
|
|
2019
Q4 | $3K | Hold |
18
| – | – | ﹤0.01% | 255 |
|
|
2019
Q3 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 261 |
|