WWM
Wagner 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 |
-154
| Closed | -$37K | – | 354 |
|
2022
Q3 | $37K | Hold |
154
| – | – | 0.03% | 238 |
|
2022
Q2 | $38K | Buy |
+154
| New | +$38K | 0.03% | 235 |
|
2022
Q1 | – | Sell |
-88
| Closed | -$21K | – | 318 |
|
2021
Q4 | $21K | Hold |
88
| – | – | 0.02% | 392 |
|
2021
Q3 | $19K | Hold |
88
| – | – | 0.02% | 376 |
|
2021
Q2 | $19K | Hold |
88
| – | – | 0.01% | 389 |
|
2021
Q1 | $18K | Buy |
+88
| New | +$18K | 0.01% | 375 |
|
2018
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 548 |
|
2018
Q2 | $2K | Hold |
16
| – | – | ﹤0.01% | 517 |
|
2018
Q1 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 521 |
|
2017
Q4 | – | Hold |
0
| – | – | – | 441 |
|