Smith Shellnut Wilson’s Dollar Tree DLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-2,499
| Closed | -$268K | – | 124 |
|
|
2017
Q4 | $268K | Hold |
2,499
| – | – | 0.23% | 98 |
|
|
2017
Q3 | $217K | Sell |
2,499
-835
| -25% | -$72.5K | 0.19% | 123 |
|
|
2017
Q2 | $314K | Sell |
3,334
-149
| -4% | -$14K | 0.33% | 67 |
|
|
2017
Q1 | $273K | Hold |
3,483
| – | – | 0.25% | 99 |
|
|
2016
Q4 | $269K | Buy |
+3,483
| New | +$269K | 0.26% | 99 |
|