Stonehage Fleming 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 |
-6,050
| Closed | -$703K | – | 209 |
|
|
2021
Q1 | $703K | Buy |
6,050
+748
| +14% | +$86.9K | 0.02% | 97 |
|
|
2020
Q4 | $571K | Buy |
5,302
+572
| +12% | +$61.6K | 0.02% | 106 |
|
|
2020
Q3 | $425K | Hold |
4,730
| – | – | 0.02% | 104 |
|
|
2020
Q2 | $443K | Hold |
4,730
| – | – | 0.03% | 83 |
|
|
2020
Q1 | $378K | Buy |
+4,730
| New | +$378K | 0.02% | 98 |
|