Lucia Wealth Services’s Dollar Tree DLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-24,996
Closed -$2.37M 208
2018
Q1
$2.37M Buy
24,996
+7,643
+44% +$725K 0.77% 50
2017
Q4
$1.86M Buy
+17,353
New +$1.86M 0.82% 31