Smith Salley Wealth Management’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-4,346
| Closed | -$397K | – | 214 |
|
|
2020
Q3 | $397K | Sell |
4,346
-7
| -0.2% | -$639 | 0.05% | 144 |
|
|
2020
Q2 | $403K | Hold |
4,353
| – | – | 0.05% | 137 |
|
|
2020
Q1 | $320K | Sell |
4,353
-28
| -0.6% | -$2.06K | 0.05% | 144 |
|
|
2019
Q4 | $412K | Sell |
4,381
-17
| -0.4% | -$1.6K | 0.05% | 141 |
|
|
2019
Q3 | $502K | Sell |
4,398
-6
| -0.1% | -$685 | 0.07% | 123 |
|
|
2019
Q2 | $473K | Buy |
4,404
+47
| +1% | +$5.05K | 0.07% | 127 |
|
|
2019
Q1 | $458K | Hold |
4,357
| – | – | 0.07% | 127 |
|
|
2018
Q4 | $394K | Buy |
4,357
+2
| +0% | +$181 | 0.07% | 123 |
|
|
2018
Q3 | $355K | Hold |
4,355
| – | – | 0.06% | 143 |
|
|
2018
Q2 | $370K | Buy |
4,355
+6
| +0.1% | +$510 | 0.06% | 135 |
|
|
2018
Q1 | $413K | Buy |
4,349
+2,025
| +87% | +$192K | 0.07% | 120 |
|
|
2017
Q4 | $249K | Hold |
2,324
| – | – | 0.04% | 158 |
|
|
2017
Q3 | $202K | Buy |
+2,324
| New | +$202K | 0.04% | 166 |
|