SWS
SYSTM Wealth Solutions’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-211
| Closed | -$27.9K | – | 238 |
|
|
2024
Q2 | $27.9K | Sell |
211
-2,664
| -93% | -$353K | 0.01% | 328 |
|
|
2024
Q1 | $449K | Buy |
2,875
+1,031
| +56% | +$161K | 0.06% | 291 |
|
|
2023
Q4 | $251K | Buy |
+1,844
| New | +$251K | 0.03% | 352 |
|
|
2023
Q3 | – | Sell |
-9,251
| Closed | -$1.57M | – | 470 |
|
|
2023
Q2 | $1.57M | Buy |
9,251
+2,713
| +41% | +$461K | 0.21% | 132 |
|
|
2023
Q1 | $1.38M | Sell |
6,538
-297
| -4% | -$62.5K | 0.21% | 128 |
|
|
2022
Q4 | $1.68M | Buy |
+6,835
| New | +$1.68M | 0.21% | 137 |
|