Forvis Mazars Wealth Advisors’s FAMILY DOLLAR STORES FDO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-3,079
| Closed | -$243K | – | 204 |
|
|
2015
Q2 | $243K | Hold |
3,079
| – | – | 0.04% | 162 |
|
|
2015
Q1 | $244K | Buy |
3,079
+3
| +0.1% | +$238 | 0.04% | 163 |
|
|
2014
Q4 | $244K | Hold |
3,076
| – | – | 0.04% | 141 |
|
|
2014
Q3 | $238K | Hold |
3,076
| – | – | 0.04% | 124 |
|
|
2014
Q2 | $203K | Buy |
+3,076
| New | +$203K | 0.03% | 141 |
|
|
2014
Q1 | – | Sell |
-3,083
| Closed | -$200K | – | 158 |
|
|
2013
Q4 | $200K | Buy |
3,083
+7
| +0.2% | +$454 | 0.04% | 151 |
|
|
2013
Q3 | $222K | Buy |
+3,076
| New | +$222K | 0.05% | 136 |
|