Allegis Investment Advisors’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $1.52M | Sell |
16,002
-3,661
| -19% | -$348K | 0.47% | 48 |
|
|
2017
Q4 | $2.11M | Sell |
19,663
-1,731
| -8% | -$186K | 0.62% | 41 |
|
|
2017
Q3 | $1.86M | Sell |
21,394
-4,979
| -19% | -$432K | 0.44% | 66 |
|
|
2017
Q2 | $1.84M | Buy |
26,373
+1,970
| +8% | +$138K | 0.47% | 66 |
|
|
2017
Q1 | $1.92M | Buy |
24,403
+1,567
| +7% | +$123K | 0.5% | 57 |
|
|
2016
Q4 | $1.76M | Buy |
22,836
+1,594
| +8% | +$123K | 0.56% | 50 |
|
|
2016
Q3 | $1.68M | Sell |
21,242
-885
| -4% | -$69.9K | 0.65% | 47 |
|
|
2016
Q2 | $2.09M | Buy |
22,127
+1,675
| +8% | +$158K | 1.05% | 22 |
|
|
2016
Q1 | $1.69M | Buy |
20,452
+1,088
| +6% | +$89.7K | 0.97% | 25 |
|
|
2015
Q4 | $1.5M | Buy |
+19,364
| New | +$1.5M | 0.84% | 23 |
|