Rockefeller Financial Services’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $39K | Hold |
360
| – | – | ﹤0.01% | 430 |
|
|
2017
Q3 | $31K | Hold |
360
| – | – | ﹤0.01% | 449 |
|
|
2017
Q2 | $25K | Hold |
360
| – | – | ﹤0.01% | 407 |
|
|
2017
Q1 | $28K | Hold |
360
| – | – | ﹤0.01% | 421 |
|
|
2016
Q4 | $28K | Buy |
+360
| New | +$28K | ﹤0.01% | 446 |
|
|
2015
Q1 | – | Sell |
-380
| Closed | -$27K | – | 527 |
|
|
2014
Q4 | $27K | Buy |
+380
| New | +$27K | ﹤0.01% | 413 |
|