Appleton Partners’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4,805
| Closed | -$336K | – | 240 |
|
|
2017
Q2 | $336K | Sell |
4,805
-44,150
| -90% | -$3.09M | 0.06% | 190 |
|
|
2017
Q1 | $3.84M | Buy |
48,955
+25,710
| +111% | +$2.02M | 0.71% | 50 |
|
|
2016
Q4 | $1.79M | Buy |
23,245
+4,040
| +21% | +$312K | 0.36% | 74 |
|
|
2016
Q3 | $1.52M | Buy |
19,205
+1,105
| +6% | +$87.2K | 0.29% | 93 |
|
|
2016
Q2 | $1.71M | Buy |
18,100
+13,935
| +335% | +$1.31M | 0.35% | 74 |
|
|
2016
Q1 | $343K | Buy |
+4,165
| New | +$343K | 0.07% | 167 |
|