Rikoon Group’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-4,034
| Closed | -$461K | – | 203 |
|
2019
Q3 | $461K | Sell |
4,034
-258
| -6% | -$29.5K | 0.17% | 125 |
|
2019
Q2 | $461K | Hold |
4,292
| – | – | 0.17% | 122 |
|
2019
Q1 | $451K | Sell |
4,292
-986
| -19% | -$104K | 0.17% | 128 |
|
2018
Q4 | $477K | Hold |
5,278
| – | – | 0.2% | 116 |
|
2018
Q3 | $430K | Buy |
5,278
+1,525
| +41% | +$124K | 0.15% | 133 |
|
2018
Q2 | $319K | Buy |
+3,753
| New | +$319K | 0.12% | 157 |
|