THWM
Taylor Hoffman Wealth Management’s Dollar Tree DLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-39
| Closed | -$4K | – | 181 |
|
|
2020
Q2 | $4K | Buy |
+39
| New | +$4K | ﹤0.01% | 335 |
|
|
2020
Q1 | – | Sell |
-39
| Closed | -$4K | – | 183 |
|
|
2019
Q4 | $4K | Hold |
39
| – | – | ﹤0.01% | 367 |
|
|
2019
Q3 | $4K | Hold |
39
| – | – | ﹤0.01% | 364 |
|
|
2019
Q2 | $4K | Hold |
39
| – | – | ﹤0.01% | 344 |
|
|
2019
Q1 | $4K | Sell |
39
-150
| -79% | -$15.4K | ﹤0.01% | 345 |
|
|
2018
Q4 | $17K | Sell |
189
-600
| -76% | -$54K | 0.02% | 247 |
|
|
2018
Q3 | $64K | Buy |
789
+150
| +23% | +$12.2K | 0.05% | 162 |
|
|
2018
Q2 | $54K | Hold |
639
| – | – | 0.05% | 174 |
|
|
2018
Q1 | $61K | Buy |
639
+39
| +7% | +$3.72K | 0.06% | 165 |
|
|
2017
Q4 | $64K | Buy |
+600
| New | +$64K | 0.06% | 161 |
|