SWM
Sendero 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 |
-1,797
| Closed | -$431K | – | 105 |
|
|
2022
Q3 | $431K | Sell |
1,797
-1,877
| -51% | -$450K | 0.18% | 69 |
|
|
2022
Q2 | $902K | Sell |
3,674
-70
| -2% | -$17.2K | 0.86% | 32 |
|
|
2022
Q1 | $834K | Buy |
3,744
+205
| +6% | +$45.7K | 0.38% | 33 |
|
|
2021
Q4 | $835K | Buy |
+3,539
| New | +$835K | 0.37% | 39 |
|