Regal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,025
| Closed | -$217K | – | 321 |
|
|
2019
Q2 | $217K | Buy |
+2,025
| New | +$217K | 0.04% | 289 |
|
|
2015
Q4 | – | Sell |
-198
| Closed | -$13K | – | 417 |
|
|
2015
Q3 | $13K | Buy |
198
+73
| +58% | +$4.79K | ﹤0.01% | 632 |
|
|
2015
Q2 | $9K | Buy |
+125
| New | +$9K | ﹤0.01% | 666 |
|
|
2014
Q4 | – | Sell |
-176
| Closed | -$10K | – | 934 |
|
|
2014
Q3 | $10K | Hold |
176
| – | – | ﹤0.01% | 688 |
|
|
2014
Q2 | $10K | Sell |
176
-13
| -7% | -$739 | ﹤0.01% | 663 |
|
|
2014
Q1 | $10K | Sell |
189
-26,535
| -99% | -$1.4M | ﹤0.01% | 639 |
|
|
2013
Q4 | $1.51M | Buy |
26,724
+2,999
| +13% | +$169K | 0.86% | 32 |
|
|
2013
Q3 | $1.36M | Sell |
23,725
-1,748
| -7% | -$99.9K | 0.79% | 29 |
|
|
2013
Q2 | $1.3M | Buy |
+25,473
| New | +$1.3M | 0.72% | 30 |
|