Concert Wealth Management’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-2,995
| Closed | -$231K | – | 218 |
|
|
2017
Q1 | $231K | Hold |
2,995
| – | – | 0.05% | 417 |
|
|
2016
Q4 | $231K | Sell |
2,995
-7
| -0.2% | -$540 | 0.05% | 423 |
|
|
2016
Q3 | $235K | Sell |
3,002
-191
| -6% | -$15K | 0.03% | 579 |
|
|
2016
Q2 | $300K | Sell |
3,193
-210
| -6% | -$19.7K | 0.04% | 460 |
|
|
2016
Q1 | $281K | Buy |
3,403
+497
| +17% | +$41K | 0.04% | 472 |
|
|
2015
Q4 | $224K | Buy |
+2,906
| New | +$224K | 0.03% | 562 |
|
|
2015
Q3 | – | Sell |
-2,938
| Closed | -$232K | – | 704 |
|
|
2015
Q2 | $232K | Sell |
2,938
-171
| -6% | -$13.5K | 0.03% | 586 |
|
|
2015
Q1 | $221K | Sell |
3,109
-18
| -0.6% | -$1.28K | 0.06% | 371 |
|
|
2014
Q4 | $221K | Buy |
+3,127
| New | +$221K | 0.03% | 548 |
|