Archford Capital Strategies’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-107
| Closed | -$11K | – | 293 |
|
|
2019
Q2 | $11K | Hold |
107
| – | – | ﹤0.01% | 395 |
|
|
2019
Q1 | $11K | Hold |
107
| – | – | ﹤0.01% | 381 |
|
|
2018
Q4 | $10K | Sell |
107
-652
| -86% | -$60.9K | ﹤0.01% | 372 |
|
|
2018
Q3 | $62K | Hold |
759
| – | – | 0.02% | 278 |
|
|
2018
Q2 | $65K | Hold |
759
| – | – | 0.02% | 276 |
|
|
2018
Q1 | $81K | Buy |
+759
| New | +$81K | 0.03% | 178 |
|
|
2017
Q2 | – | Sell |
-737
| Closed | -$58K | – | 304 |
|
|
2017
Q1 | $58K | Buy |
737
+493
| +202% | +$38.8K | 0.02% | 278 |
|
|
2016
Q4 | $18K | Hold |
244
| – | – | 0.01% | 332 |
|
|
2016
Q3 | $18K | Sell |
244
-16
| -6% | -$1.18K | 0.01% | 335 |
|
|
2016
Q2 | $25K | Buy |
+260
| New | +$25K | 0.01% | 315 |
|