Harvest Group Wealth Management’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-50
| Closed | -$5K | – | 205 |
|
|
2020
Q4 | $5K | Sell |
50
-50
| -50% | -$5K | ﹤0.01% | 255 |
|
|
2020
Q3 | $9K | Hold |
100
| – | – | 0.01% | 228 |
|
|
2020
Q2 | $9K | Hold |
100
| – | – | 0.01% | 218 |
|
|
2020
Q1 | $7K | Hold |
100
| – | – | 0.01% | 232 |
|
|
2019
Q4 | $9K | Hold |
100
| – | – | 0.01% | 258 |
|
|
2019
Q3 | $11K | Hold |
100
| – | – | 0.01% | 240 |
|
|
2019
Q2 | $10K | Sell |
100
-62
| -38% | -$6.2K | 0.01% | 217 |
|
|
2019
Q1 | $17K | Buy |
+162
| New | +$17K | 0.02% | 176 |
|