BAM
Barrett Asset Management’s Dollar Tree DLTR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-85
| Closed | -$8K | – | 592 |
|
2021
Q3 | $8K | Buy |
+85
| New | +$8K | ﹤0.01% | 430 |
|
2017
Q3 | – | Sell |
-220
| Closed | -$15K | – | 365 |
|
2017
Q2 | $15K | Hold |
220
| – | – | ﹤0.01% | 318 |
|
2017
Q1 | $17K | Hold |
220
| – | – | ﹤0.01% | 295 |
|
2016
Q4 | $17K | Hold |
220
| – | – | ﹤0.01% | 297 |
|
2016
Q3 | $17K | Hold |
220
| – | – | ﹤0.01% | 275 |
|
2016
Q2 | $21K | Hold |
220
| – | – | ﹤0.01% | 259 |
|
2016
Q1 | $18K | Buy |
+220
| New | +$18K | ﹤0.01% | 270 |
|