WBH Advisory’s FAMILY DOLLAR STORES FDO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-7,070
| Closed | -$467K | – | 220 |
|
|
2014
Q2 | $467K | Sell |
7,070
-3,050
| -30% | -$201K | 0.18% | 135 |
|
|
2014
Q1 | $587K | Sell |
10,120
-1,150
| -10% | -$66.7K | 0.23% | 107 |
|
|
2013
Q4 | $732K | Buy |
11,270
+1,149
| +11% | +$74.6K | 0.29% | 91 |
|
|
2013
Q3 | $729K | Sell |
10,121
-993
| -9% | -$71.5K | 0.33% | 84 |
|
|
2013
Q2 | $692K | Buy |
+11,114
| New | +$692K | 0.32% | 88 |
|