Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-20
| Closed | -$2K | – | 716 |
|
|
2019
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 622 |
|
|
2019
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 594 |
|
|
2019
Q1 | $2K | Sell |
20
-374
| -95% | -$37.4K | ﹤0.01% | 607 |
|
|
2018
Q4 | $2K | Buy |
+394
| New | +$2K | ﹤0.01% | 549 |
|
|
2017
Q3 | – | Sell |
-800
| Closed | -$56K | – | 486 |
|
|
2017
Q2 | $56K | Buy |
+800
| New | +$56K | 0.02% | 198 |
|