SSWM
Sheets Smith Wealth Management’s Dollar Tree DLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-10,539
| Closed | -$869K | – | 258 |
|
|
2016
Q1 | $869K | Buy |
+10,539
| New | +$869K | 0.27% | 107 |
|
|
2014
Q2 | – | Sell |
-22,225
| Closed | -$1.16M | – | 266 |
|
|
2014
Q1 | $1.16M | Buy |
22,225
+18,625
| +517% | +$972K | 0.32% | 85 |
|
|
2013
Q4 | $203K | Sell |
3,600
-16,637
| -82% | -$938K | 0.06% | 242 |
|
|
2013
Q3 | $1M | Buy |
+20,237
| New | +$1M | 0.33% | 80 |
|