Choate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-25,505
| Closed | -$1.8M | – | 253 |
|
|
2015
Q4 | $1.8M | Buy |
+25,505
| New | +$1.8M | 0.13% | 88 |
|
|
2015
Q2 | – | Sell |
-25,505
| Closed | -$2.07M | – | 257 |
|
|
2015
Q1 | $2.07M | Hold |
25,505
| – | – | 0.12% | 77 |
|
|
2014
Q4 | $1.8M | Sell |
25,505
-360
| -1% | -$25.3K | 0.11% | 87 |
|
|
2014
Q3 | $1.45M | Sell |
25,865
-800
| -3% | -$44.9K | 0.09% | 95 |
|
|
2014
Q2 | $1.45M | Hold |
26,665
| – | – | 0.09% | 99 |
|
|
2014
Q1 | $1.39M | Buy |
26,665
+526
| +2% | +$27.4K | 0.09% | 103 |
|
|
2013
Q4 | $1.47M | Sell |
26,139
-471
| -2% | -$26.6K | 0.1% | 97 |
|
|
2013
Q3 | $1.52M | Hold |
26,610
| – | – | 0.11% | 95 |
|
|
2013
Q2 | $1.35M | Buy |
+26,610
| New | +$1.35M | 0.11% | 99 |
|