EWM
Evercore Wealth Management’s Dollar Tree DLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,675
| Closed | -$261K | – | 381 |
|
|
2022
Q2 | $261K | Hold |
1,675
| – | – | 0.01% | 339 |
|
|
2022
Q1 | $268K | Buy |
+1,675
| New | +$268K | ﹤0.01% | 374 |
|
|
2018
Q1 | – | Sell |
-1,710
| Closed | -$183K | – | 457 |
|
|
2017
Q4 | $183K | Hold |
1,710
| – | – | 0.01% | 376 |
|
|
2017
Q3 | $149K | Hold |
1,710
| – | – | 0.01% | 401 |
|
|
2017
Q2 | $120K | Sell |
1,710
-24
| -1% | -$1.68K | ﹤0.01% | 433 |
|
|
2017
Q1 | $136K | Sell |
1,734
-18
| -1% | -$1.41K | 0.01% | 425 |
|
|
2016
Q4 | $135K | Buy |
1,752
+18
| +1% | +$1.39K | 0.01% | 441 |
|
|
2016
Q3 | $137K | Sell |
1,734
-71
| -4% | -$5.61K | 0.01% | 436 |
|
|
2016
Q2 | $170K | Sell |
1,805
-497
| -22% | -$46.8K | 0.01% | 384 |
|
|
2016
Q1 | $190K | Sell |
2,302
-487
| -17% | -$40.2K | 0.01% | 366 |
|
|
2015
Q4 | $216K | Buy |
2,789
+1,023
| +58% | +$79.2K | 0.01% | 355 |
|
|
2015
Q3 | $118K | Buy |
1,766
+166
| +10% | +$11.1K | 0.01% | 464 |
|
|
2015
Q2 | $126K | Hold |
1,600
| – | – | 0.01% | 492 |
|
|
2015
Q1 | $130K | Hold |
1,600
| – | – | 0.01% | 488 |
|
|
2014
Q4 | $112K | Hold |
1,600
| – | – | 0.01% | 445 |
|
|
2014
Q3 | $90K | Sell |
1,600
-1,000
| -38% | -$56.3K | ﹤0.01% | 528 |
|
|
2014
Q2 | $142K | Hold |
2,600
| – | – | 0.01% | 450 |
|
|
2014
Q1 | $135K | Sell |
2,600
-1,100
| -30% | -$57.1K | 0.01% | 428 |
|
|
2013
Q4 | $209K | Sell |
3,700
-50
| -1% | -$2.82K | 0.01% | 362 |
|
|
2013
Q3 | $214K | Sell |
3,750
-250
| -6% | -$14.3K | 0.01% | 393 |
|
|
2013
Q2 | $203K | Buy |
+4,000
| New | +$203K | 0.01% | 393 |
|