Partnervest Advisory Services’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-577
| Closed | -$31K | – | 302 |
|
|
2014
Q2 | $31K | Buy |
577
+23
| +4% | +$1.24K | 0.01% | 442 |
|
|
2014
Q1 | $29K | Hold |
554
| – | – | 0.01% | 419 |
|
|
2013
Q4 | $31K | Buy |
554
+33
| +6% | +$1.85K | 0.01% | 397 |
|
|
2013
Q3 | $30K | Buy |
521
+340
| +188% | +$19.6K | 0.02% | 369 |
|
|
2013
Q2 | $9K | Buy |
+181
| New | +$9K | ﹤0.01% | 617 |
|