MCIA
Mountain Capital Investment Advisors’s Dollar Tree DLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,329
| Closed | -$425K | – | 123 |
|
|
2021
Q2 | $425K | Buy |
4,329
+585
| +16% | +$57.4K | 0.2% | 110 |
|
|
2021
Q1 | $440K | Buy |
3,744
+202
| +6% | +$23.7K | 0.22% | 126 |
|
|
2020
Q4 | $398K | Buy |
3,542
+242
| +7% | +$27.2K | 0.24% | 111 |
|
|
2020
Q3 | $315K | Sell |
3,300
-966
| -23% | -$92.2K | 0.2% | 87 |
|
|
2020
Q2 | $386K | Buy |
4,266
+350
| +9% | +$31.7K | 0.18% | 36 |
|
|
2020
Q1 | $304K | Buy |
+3,916
| New | +$304K | 0.16% | 38 |
|