PHAM
FDO
Palisades Hudson Asset Management’s FAMILY DOLLAR STORES FDO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-6,527
| Closed | -$515K | – | 95 |
|
|
2015
Q2 | $515K | Sell |
6,527
-356
| -5% | -$28.1K | 0.44% | 26 |
|
|
2015
Q1 | $545K | Hold |
6,883
| – | – | 0.42% | 27 |
|
|
2014
Q4 | $545K | Hold |
6,883
| – | – | 0.43% | 26 |
|
|
2014
Q3 | $532K | Hold |
6,883
| – | – | 0.44% | 26 |
|
|
2014
Q2 | $455K | Hold |
6,883
| – | – | 0.38% | 26 |
|
|
2014
Q1 | $399K | Hold |
6,883
| – | – | 0.34% | 29 |
|
|
2013
Q4 | $447K | Hold |
6,883
| – | – | 0.37% | 26 |
|
|
2013
Q3 | $496K | Hold |
6,883
| – | – | 0.45% | 19 |
|
|
2013
Q2 | $429K | Buy |
+6,883
| New | +$429K | 0.41% | 24 |
|