Berman Capital Advisors’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $24K | Sell |
262
-147
| -36% | -$13.5K | ﹤0.01% | 918 |
|
|
2021
Q2 | $40K | Buy |
409
+53
| +15% | +$5.18K | 0.01% | 662 |
|
|
2021
Q1 | $40K | Buy |
356
+56
| +19% | +$6.29K | 0.01% | 558 |
|
|
2020
Q4 | $32K | Hold |
300
| – | – | 0.01% | 532 |
|
|
2020
Q3 | $27K | Sell |
300
-35
| -10% | -$3.15K | 0.01% | 503 |
|
|
2020
Q2 | $30K | Sell |
335
-11
| -3% | -$985 | 0.01% | 440 |
|
|
2020
Q1 | $24K | Buy |
346
+21
| +6% | +$1.46K | 0.01% | 449 |
|
|
2019
Q4 | $30K | Hold |
325
| – | – | 0.01% | 425 |
|
|
2019
Q3 | $37K | Sell |
325
-149
| -31% | -$17K | 0.01% | 361 |
|
|
2019
Q2 | $50K | Buy |
474
+169
| +55% | +$17.8K | 0.02% | 298 |
|
|
2019
Q1 | $32K | Buy |
305
+105
| +53% | +$11K | 0.01% | 351 |
|
|
2018
Q4 | $17K | Buy |
+200
| New | +$17K | 0.01% | 411 |
|