Assured Investment Management’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 | – | Sell |
-88
| Closed | -$9K | – | 1151 |
|
|
2017
Q4 | $9K | Buy |
+88
| New | +$9K | ﹤0.01% | 482 |
|
|
2017
Q3 | – | Sell |
-1,518
| Closed | -$106K | – | 579 |
|
|
2017
Q2 | $106K | Buy |
1,518
+825
| +119% | +$57.6K | ﹤0.01% | 506 |
|
|
2017
Q1 | $54K | Sell |
693
-9,224
| -93% | -$719K | ﹤0.01% | 530 |
|
|
2016
Q4 | $765K | Buy |
+9,917
| New | +$765K | 0.01% | 326 |
|