First Personal Financial Services’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,227
| Closed | -$140K | – | 544 |
|
|
2019
Q3 | $140K | Hold |
1,227
| – | – | 0.04% | 153 |
|
|
2019
Q2 | $132K | Buy |
1,227
+13
| +1% | +$1.4K | 0.04% | 195 |
|
|
2019
Q1 | $128K | Hold |
1,214
| – | – | 0.04% | 186 |
|
|
2018
Q4 | $110K | Hold |
1,214
| – | – | 0.04% | 191 |
|
|
2018
Q3 | $99K | Buy |
1,214
+822
| +210% | +$67K | 0.03% | 210 |
|
|
2018
Q2 | $33K | Sell |
392
-1,147
| -75% | -$96.6K | 0.01% | 332 |
|
|
2018
Q1 | $146K | Hold |
1,539
| – | – | 0.03% | 244 |
|
|
2017
Q4 | $165K | Buy |
+1,539
| New | +$165K | 0.03% | 266 |
|
|
2016
Q3 | – | Sell |
-21
| Closed | -$2K | – | 815 |
|
|
2016
Q2 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 754 |
|