Sowell Financial Services’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,058
| Closed | -$585K | – | 1074 |
|
|
2021
Q1 | $585K | Sell |
5,058
-123
| -2% | -$14.2K | 0.02% | 587 |
|
|
2020
Q4 | $560K | Buy |
5,181
+95
| +2% | +$10.3K | 0.02% | 490 |
|
|
2020
Q3 | $465K | Buy |
5,086
+955
| +23% | +$87.3K | 0.02% | 486 |
|
|
2020
Q2 | $383K | Buy |
4,131
+120
| +3% | +$11.1K | 0.02% | 526 |
|
|
2020
Q1 | $295K | Sell |
4,011
-2,298
| -36% | -$169K | 0.02% | 549 |
|
|
2019
Q4 | $593K | Buy |
6,309
+3,939
| +166% | +$370K | 0.05% | 402 |
|
|
2019
Q3 | $271K | Buy |
+2,370
| New | +$271K | 0.02% | 560 |
|
|
2019
Q1 | $226K | Buy |
+2,156
| New | +$226K | 0.03% | 503 |
|