Evolution Wealth Advisors’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-29
| Closed | -$3K | – | 283 |
|
|
2021
Q3 | $3K | Hold |
29
| – | – | ﹤0.01% | 600 |
|
|
2021
Q2 | $3K | Hold |
29
| – | – | ﹤0.01% | 583 |
|
|
2021
Q1 | $3K | Hold |
29
| – | – | ﹤0.01% | 590 |
|
|
2020
Q4 | $3K | Hold |
29
| – | – | ﹤0.01% | 508 |
|
|
2020
Q3 | $3K | Hold |
29
| – | – | ﹤0.01% | 493 |
|
|
2020
Q2 | $3K | Buy |
+29
| New | +$3K | ﹤0.01% | 428 |
|
|
2020
Q1 | – | Sell |
-37
| Closed | -$3K | – | 395 |
|
|
2019
Q4 | $3K | Buy |
37
+2
| +6% | +$162 | ﹤0.01% | 499 |
|
|
2019
Q3 | $4K | Hold |
35
| – | – | ﹤0.01% | 306 |
|
|
2019
Q2 | $4K | Buy |
+35
| New | +$4K | ﹤0.01% | 287 |
|
|
2019
Q1 | – | Sell |
-479
| Closed | -$43K | – | 110 |
|
|
2018
Q4 | $43K | Buy |
+479
| New | +$43K | 0.02% | 99 |
|