Icon Wealth Partners’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-594
| Closed | -$62K | – | 316 |
|
|
2019
Q1 | $62K | Buy |
+594
| New | +$62K | 0.02% | 310 |
|
|
2018
Q3 | – | Sell |
-490
| Closed | -$42K | – | 383 |
|
|
2018
Q2 | $42K | Buy |
+490
| New | +$42K | 0.02% | 423 |
|
|
2018
Q1 | – | Sell |
-42
| Closed | -$5K | – | 377 |
|
|
2017
Q4 | $5K | Buy |
+42
| New | +$5K | ﹤0.01% | 777 |
|