TrueWealth LLC’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 633 |
|
|
2020
Q1 | $1K | Sell |
20
-10
| -33% | -$500 | ﹤0.01% | 684 |
|
|
2019
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 635 |
|
|
2019
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 604 |
|
|
2019
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 614 |
|
|
2019
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 629 |
|
|
2018
Q4 | $3K | Sell |
30
-114
| -79% | -$11.4K | ﹤0.01% | 615 |
|
|
2018
Q3 | $12K | Hold |
144
| – | – | 0.01% | 451 |
|
|
2018
Q2 | $12K | Hold |
144
| – | – | 0.01% | 452 |
|
|
2018
Q1 | $14K | Sell |
144
-100
| -41% | -$9.72K | 0.01% | 404 |
|
|
2017
Q4 | $26K | Buy |
+244
| New | +$26K | 0.01% | 370 |
|