Lourd Capital’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-2,736
| Closed | -$247K | – | 171 |
|
2018
Q4 | $247K | Buy |
2,736
+73
| +3% | +$6.59K | 0.02% | 230 |
|
2018
Q3 | $217K | Buy |
+2,663
| New | +$217K | 0.01% | 291 |
|
2018
Q1 | – | Sell |
-2,796
| Closed | -$300K | – | 173 |
|
2017
Q4 | $300K | Buy |
+2,796
| New | +$300K | 0.02% | 238 |
|