IP
Intellectus Partners’s Dollar Tree DLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,817
| Closed | -$322K | – | 205 |
|
|
2019
Q3 | $322K | Sell |
2,817
-1,437
| -34% | -$164K | 0.14% | 158 |
|
|
2019
Q2 | $457K | Sell |
4,254
-5,390
| -56% | -$579K | 0.2% | 137 |
|
|
2019
Q1 | $1.01M | Sell |
9,644
-790
| -8% | -$83K | 0.44% | 62 |
|
|
2018
Q4 | $942K | Buy |
10,434
+5,513
| +112% | +$498K | 0.65% | 39 |
|
|
2018
Q3 | $401K | Buy |
4,921
+1,383
| +39% | +$113K | 0.14% | 164 |
|
|
2018
Q2 | $301K | Buy |
+3,538
| New | +$301K | 0.11% | 188 |
|