Wambolt & Associates’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,176
| Closed | -$393K | – | 163 |
|
|
2019
Q4 | $393K | Sell |
4,176
-47
| -1% | -$4.42K | 0.3% | 111 |
|
|
2019
Q3 | $482K | Buy |
4,223
+285
| +7% | +$32.5K | 0.4% | 85 |
|
|
2019
Q2 | $423K | Hold |
3,938
| – | – | 0.36% | 94 |
|
|
2019
Q1 | $404K | Sell |
3,938
-2,314
| -37% | -$237K | 0.37% | 89 |
|
|
2018
Q4 | $565K | Buy |
+6,252
| New | +$565K | 0.62% | 43 |
|