Bush ODonnell Investment Advisors’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $489K | Hold |
6,000
| – | – | 0.75% | 22 |
|
|
2018
Q2 | $510K | Hold |
6,000
| – | – | 0.86% | 21 |
|
|
2018
Q1 | $569K | Hold |
6,000
| – | – | 0.8% | 21 |
|
|
2017
Q4 | $644K | Hold |
6,000
| – | – | 0.52% | 24 |
|
|
2017
Q3 | $521K | Hold |
6,000
| – | – | 0.4% | 34 |
|
|
2017
Q2 | $420K | Hold |
6,000
| – | – | 0.26% | 40 |
|
|
2017
Q1 | $471K | Hold |
6,000
| – | – | 0.29% | 39 |
|
|
2016
Q4 | $463K | Hold |
6,000
| – | – | 0.31% | 39 |
|
|
2016
Q3 | $474K | Hold |
6,000
| – | – | 0.32% | 38 |
|
|
2016
Q2 | $565K | Hold |
6,000
| – | – | 0.38% | 34 |
|
|
2016
Q1 | $495K | Hold |
6,000
| – | – | 0.34% | 33 |
|
|
2015
Q4 | $463K | Hold |
6,000
| – | – | 0.32% | 33 |
|
|
2015
Q3 | $400K | Hold |
6,000
| – | – | 0.28% | 31 |
|
|
2015
Q2 | $474K | Hold |
6,000
| – | – | 0.29% | 30 |
|
|
2015
Q1 | $487K | Hold |
6,000
| – | – | 0.29% | 30 |
|
|
2014
Q4 | $422K | Hold |
6,000
| – | – | 0.23% | 32 |
|
|
2014
Q3 | $336K | Hold |
6,000
| – | – | 0.2% | 38 |
|
|
2014
Q2 | $327K | Hold |
6,000
| – | – | 0.18% | 45 |
|
|
2014
Q1 | $313K | Hold |
6,000
| – | – | 0.16% | 44 |
|
|
2013
Q4 | $339K | Hold |
6,000
| – | – | 0.18% | 42 |
|
|
2013
Q3 | $343K | Hold |
6,000
| – | – | 0.16% | 41 |
|
|
2013
Q2 | $305K | Buy |
+6,000
| New | +$305K | 0.15% | 42 |
|