Atlas Private Wealth Management’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-6,620
| Closed | -$758K | – | 178 |
|
|
2021
Q1 | $758K | Sell |
6,620
-733
| -10% | -$83.9K | 0.48% | 58 |
|
|
2020
Q4 | $794K | Sell |
7,353
-300
| -4% | -$32.4K | 0.57% | 50 |
|
|
2020
Q3 | $699K | Buy |
7,653
+49
| +0.6% | +$4.48K | 0.55% | 52 |
|
|
2020
Q2 | $705K | Sell |
7,604
-400
| -5% | -$37.1K | 0.57% | 52 |
|
|
2020
Q1 | $588K | Buy |
8,004
+494
| +7% | +$36.3K | 0.54% | 51 |
|
|
2019
Q4 | $706K | Buy |
+7,510
| New | +$706K | 0.54% | 55 |
|