Ironwood Investment Management’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4,468
| Closed | -$312K | – | 163 |
|
|
2017
Q2 | $312K | Buy |
4,468
+31
| +0.7% | +$2.17K | 0.23% | 137 |
|
|
2017
Q1 | $348K | Buy |
4,437
+1,302
| +42% | +$102K | 0.26% | 128 |
|
|
2016
Q4 | $242K | Sell |
3,135
-50
| -2% | -$3.86K | 0.18% | 152 |
|
|
2016
Q3 | $251K | Buy |
3,185
+662
| +26% | +$52.2K | 0.19% | 149 |
|
|
2016
Q2 | $238K | Buy |
+2,523
| New | +$238K | 0.18% | 145 |
|