RTIM
FDO
Round Table Investment Management’s FAMILY DOLLAR STORES FDO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-19,700
| Closed | -$1.3M | – | 56 |
|
|
2014
Q2 | $1.3M | Sell |
19,700
-10,000
| -34% | -$661K | 0.55% | 18 |
|
|
2014
Q1 | $1.72M | Hold |
29,700
| – | – | 1.01% | 15 |
|
|
2013
Q4 | $1.93M | Hold |
29,700
| – | – | 0.21% | 20 |
|
|
2013
Q3 | $2.14M | Buy |
+29,700
| New | +$2.14M | 1.63% | 10 |
|