Bruderman Asset Management’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-942
| Closed | -$89K | – | 385 |
|
|
2016
Q2 | $89K | Sell |
942
-38
| -4% | -$3.59K | 0.03% | 165 |
|
|
2016
Q1 | $81K | Sell |
980
-200
| -17% | -$16.5K | 0.03% | 164 |
|
|
2015
Q4 | $91K | Buy |
1,180
+642
| +119% | +$49.5K | 0.03% | 162 |
|
|
2015
Q3 | $36K | Buy |
538
+38
| +8% | +$2.54K | 0.01% | 237 |
|
|
2015
Q2 | $39K | Buy |
500
+20
| +4% | +$1.56K | 0.02% | 242 |
|
|
2015
Q1 | $39K | Buy |
+480
| New | +$39K | 0.02% | 238 |
|