Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,049
| Closed | -$162K | – | 414 |
|
|
2016
Q3 | $162K | Hold |
2,049
| – | – | 0.06% | 258 |
|
|
2016
Q2 | $193K | Buy |
2,049
+4
| +0.2% | +$377 | 0.07% | 220 |
|
|
2016
Q1 | $169K | Hold |
2,045
| – | – | 0.07% | 211 |
|
|
2015
Q4 | $158K | Sell |
2,045
-88
| -4% | -$6.8K | 0.07% | 225 |
|
|
2015
Q3 | $142K | Buy |
2,133
+24
| +1% | +$1.6K | 0.06% | 231 |
|
|
2015
Q2 | $167K | Sell |
2,109
-6
| -0.3% | -$475 | 0.06% | 212 |
|
|
2015
Q1 | $171K | Buy |
+2,115
| New | +$171K | 0.07% | 209 |
|