Optimum Investment Advisors’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-52
| Closed | -$7K | – | 848 |
|
|
2021
Q4 | $7K | Hold |
52
| – | – | ﹤0.01% | 703 |
|
|
2021
Q3 | $5K | Sell |
52
-400
| -88% | -$38.5K | ﹤0.01% | 740 |
|
|
2021
Q2 | $45K | Hold |
452
| – | – | 0.01% | 528 |
|
|
2021
Q1 | $52K | Sell |
452
-170
| -27% | -$19.6K | 0.02% | 496 |
|
|
2020
Q4 | $67K | Sell |
622
-75
| -11% | -$8.08K | 0.02% | 428 |
|
|
2020
Q3 | $64K | Buy |
697
+75
| +12% | +$6.89K | 0.02% | 401 |
|
|
2020
Q2 | $58K | Sell |
622
-300
| -33% | -$28K | 0.02% | 420 |
|
|
2020
Q1 | $68K | Buy |
922
+222
| +32% | +$16.4K | 0.03% | 366 |
|
|
2019
Q4 | $66K | Hold |
700
| – | – | 0.02% | 467 |
|
|
2019
Q3 | $80K | Buy |
+700
| New | +$80K | 0.03% | 409 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 992 |
|
|
2018
Q4 | – | Sell |
-500
| Closed | -$41K | – | 964 |
|
|
2018
Q3 | $41K | Buy |
+500
| New | +$41K | 0.01% | 567 |
|