Hirtle Callaghan & Co’s FAMILY DOLLAR STORES FDO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-1,265
| Closed | -$100K | – | 474 |
|
|
2014
Q4 | $100K | Hold |
1,265
| – | – | 0.02% | 237 |
|
|
2014
Q3 | $98K | Sell |
1,265
-1,875
| -60% | -$145K | 0.02% | 243 |
|
|
2014
Q2 | $208K | Hold |
3,140
| – | – | 0.03% | 236 |
|
|
2014
Q1 | $183K | Hold |
3,140
| – | – | 0.03% | 244 |
|
|
2013
Q4 | $205K | Buy |
3,140
+825
| +36% | +$53.9K | 0.03% | 225 |
|
|
2013
Q3 | $167K | Buy |
+2,315
| New | +$167K | 0.03% | 237 |
|