Sheets Smith Wealth Management’s FAMILY DOLLAR STORES FDO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-11,898
| Closed | -$938K | – | 247 |
|
|
2015
Q2 | $938K | Hold |
11,898
| – | – | 0.26% | 117 |
|
|
2015
Q1 | $943K | Hold |
11,898
| – | – | 0.26% | 120 |
|
|
2014
Q4 | $942K | Hold |
11,898
| – | – | 0.25% | 124 |
|
|
2014
Q3 | $919K | Hold |
11,898
| – | – | 0.25% | 125 |
|
|
2014
Q2 | $787K | Hold |
11,898
| – | – | 0.21% | 148 |
|
|
2014
Q1 | $690K | Hold |
11,898
| – | – | 0.19% | 142 |
|
|
2013
Q4 | $773K | Hold |
11,898
| – | – | 0.21% | 129 |
|
|
2013
Q3 | $857K | Hold |
11,898
| – | – | 0.28% | 97 |
|
|
2013
Q2 | $741K | Buy |
+11,898
| New | +$738K | 0.25% | 108 |
|