SWM
Sugarloaf Wealth Management’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1
| Closed | -$75 | – | 694 |
|
|
2024
Q3 | $75 | Hold |
1
| – | – | ﹤0.01% | 668 |
|
|
2024
Q2 | $117 | Sell |
1
-111
| -99% | -$13K | ﹤0.01% | 649 |
|
|
2024
Q1 | $17.4K | Sell |
112
-98
| -47% | -$15.2K | ﹤0.01% | 423 |
|
|
2023
Q4 | $28.6K | Sell |
210
-367
| -64% | -$49.9K | 0.01% | 348 |
|
|
2023
Q3 | $61K | Sell |
577
-11,407
| -95% | -$1.21M | 0.02% | 262 |
|
|
2023
Q2 | $2.03M | Buy |
11,984
+1,256
| +12% | +$213K | 0.48% | 35 |
|
|
2023
Q1 | $2.26M | Buy |
10,728
+1,245
| +13% | +$262K | 0.55% | 32 |
|
|
2022
Q4 | $2.34M | Sell |
9,483
-613
| -6% | -$151K | 0.59% | 25 |
|
|
2022
Q3 | $2.42M | Buy |
10,096
+475
| +5% | +$114K | 0.62% | 22 |
|
|
2022
Q2 | $2.36M | Sell |
9,621
-245
| -2% | -$60.1K | 0.59% | 22 |
|
|
2022
Q1 | $2.22M | Buy |
9,866
+919
| +10% | +$206K | 0.52% | 32 |
|
|
2021
Q4 | $2.11M | Buy |
8,947
+754
| +9% | +$178K | 0.5% | 34 |
|
|
2021
Q3 | $1.74M | Buy |
8,193
+589
| +8% | +$125K | 0.46% | 34 |
|
|
2021
Q2 | $1.65M | Buy |
7,604
+673
| +10% | +$146K | 0.45% | 34 |
|
|
2021
Q1 | $1.4K | Buy |
6,931
+1,121
| +19% | +$227 | 0.42% | 34 |
|
|
2020
Q4 | $1.22M | Buy |
5,810
+179
| +3% | +$37.6K | 0.41% | 37 |
|
|
2020
Q3 | $1.18M | Buy |
5,631
+302
| +6% | +$63.5K | 0.43% | 36 |
|
|
2020
Q2 | $1.02M | Buy |
5,329
+505
| +10% | +$96.2K | 0.39% | 41 |
|
|
2020
Q1 | $728K | Buy |
+4,824
| New | +$728K | 0.33% | 48 |
|