LWA
Lenox Wealth Advisors’s Dollar Tree DLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $89K | Sell |
546
-50
| -8% | -$8.15K | 0.01% | 181 |
|
|
2021
Q4 | $84K | Hold |
596
| – | – | 0.01% | 187 |
|
|
2021
Q3 | $57K | Buy |
596
+3
| +0.5% | +$287 | 0.01% | 221 |
|
|
2021
Q2 | $59K | Buy |
593
+86
| +17% | +$8.56K | 0.01% | 210 |
|
|
2021
Q1 | $58K | Sell |
507
-237
| -32% | -$27.1K | 0.01% | 173 |
|
|
2020
Q4 | $80K | Buy |
744
+131
| +21% | +$14.1K | 0.01% | 140 |
|
|
2020
Q3 | $56K | Hold |
613
| – | – | 0.01% | 156 |
|
|
2020
Q2 | $57K | Sell |
613
-118
| -16% | -$11K | 0.01% | 144 |
|
|
2020
Q1 | $54K | Buy |
731
+55
| +8% | +$4.06K | 0.01% | 127 |
|
|
2019
Q4 | $64K | Buy |
676
+135
| +25% | +$12.8K | 0.01% | 150 |
|
|
2019
Q3 | $62K | Buy |
541
+135
| +33% | +$15.5K | 0.01% | 140 |
|
|
2019
Q2 | $44K | Sell |
406
-54
| -12% | -$5.85K | 0.01% | 151 |
|
|
2019
Q1 | $48K | Buy |
460
+54
| +13% | +$5.64K | 0.01% | 131 |
|
|
2018
Q4 | $37K | Hold |
406
| – | – | 0.01% | 144 |
|
|
2018
Q3 | $33K | Buy |
406
+267
| +192% | +$21.7K | 0.01% | 169 |
|
|
2018
Q2 | $12K | Sell |
139
-122
| -47% | -$10.5K | ﹤0.01% | 321 |
|
|
2018
Q1 | $25K | Buy |
+261
| New | +$25K | 0.01% | 243 |
|
|
2016
Q4 | – | Sell |
-55
| Closed | -$4K | – | 129 |
|
|
2016
Q3 | $4K | Buy |
+55
| New | +$4K | ﹤0.01% | 191 |
|
|
2016
Q1 | – | Sell |
-115
| Closed | -$9K | – | 294 |
|
|
2015
Q4 | $9K | Buy |
+115
| New | +$9K | ﹤0.01% | 183 |
|