Gary Goldberg Planning Services’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $146K | Sell |
2,070
-4,700
| -69% | -$331K | 0.06% | 122 |
|
|
2014
Q3 | $380K | Buy |
6,770
+25
| +0.4% | +$1.4K | 0.16% | 79 |
|
|
2014
Q2 | $367K | Sell |
6,745
-20
| -0.3% | -$1.09K | 0.16% | 79 |
|
|
2014
Q1 | $353K | Buy |
6,765
+2,370
| +54% | +$124K | 0.17% | 74 |
|
|
2013
Q4 | $248K | Buy |
4,395
+1,245
| +40% | +$70.3K | 0.14% | 86 |
|
|
2013
Q3 | $180K | Buy |
+3,150
| New | +$180K | 0.11% | 97 |
|