Wealthfront’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-6,221
| Closed | -$590K | – | 506 |
|
|
2018
Q1 | $590K | Buy |
6,221
+4,246
| +215% | +$403K | 0.01% | 358 |
|
|
2017
Q4 | $212K | Buy |
+1,975
| New | +$212K | ﹤0.01% | 485 |
|
|
2017
Q2 | – | Sell |
-3,207
| Closed | -$252K | – | 464 |
|
|
2017
Q1 | $252K | Sell |
3,207
-287
| -8% | -$22.6K | ﹤0.01% | 370 |
|
|
2016
Q4 | $270K | Buy |
3,494
+422
| +14% | +$32.6K | 0.01% | 313 |
|
|
2016
Q3 | $242K | Sell |
3,072
-411
| -12% | -$32.4K | 0.01% | 325 |
|
|
2016
Q2 | $328K | Buy |
3,483
+554
| +19% | +$52.2K | 0.01% | 242 |
|
|
2016
Q1 | $242K | Buy |
+2,929
| New | +$242K | 0.01% | 280 |
|
|
2015
Q4 | – | Sell |
-1,591
| Closed | -$106K | – | 471 |
|
|
2015
Q3 | $106K | Sell |
1,591
-686
| -30% | -$45.7K | ﹤0.01% | 396 |
|
|
2015
Q2 | $180K | Buy |
2,277
+306
| +16% | +$24.2K | 0.01% | 287 |
|
|
2015
Q1 | $160K | Buy |
1,971
+329
| +20% | +$26.7K | 0.01% | 289 |
|
|
2014
Q4 | $116K | Buy |
1,642
+397
| +32% | +$28K | 0.01% | 334 |
|
|
2014
Q3 | $70K | Buy |
1,245
+515
| +71% | +$29K | ﹤0.01% | 352 |
|
|
2014
Q2 | $40K | Buy |
730
+351
| +93% | +$19.2K | ﹤0.01% | 405 |
|
|
2014
Q1 | $20K | Buy |
+379
| New | +$20K | ﹤0.01% | 433 |
|