WFG Advisors’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $78K | Buy |
1,109
+344
| +45% | +$24.2K | 0.02% | 586 |
|
|
2017
Q1 | $60K | Buy |
765
+365
| +91% | +$28.6K | 0.02% | 613 |
|
|
2016
Q4 | $31K | Sell |
400
-650
| -62% | -$50.4K | 0.01% | 832 |
|
|
2016
Q3 | $83K | Hold |
1,050
| – | – | 0.02% | 573 |
|
|
2016
Q2 | $99K | Buy |
1,050
+200
| +24% | +$18.9K | 0.03% | 496 |
|
|
2016
Q1 | $70K | Sell |
850
-400
| -32% | -$32.9K | 0.02% | 570 |
|
|
2015
Q4 | $97K | Hold |
1,250
| – | – | 0.03% | 475 |
|
|
2015
Q3 | $83K | Hold |
1,250
| – | – | 0.03% | 495 |
|
|
2015
Q2 | $99K | Buy |
+1,250
| New | +$99K | 0.03% | 529 |
|
|
2014
Q4 | – | Sell |
-2,000
| Closed | -$112K | – | 2085 |
|
|
2014
Q3 | $112K | Hold |
2,000
| – | – | 0.02% | 623 |
|
|
2014
Q2 | $109K | Hold |
2,000
| – | – | 0.02% | 631 |
|
|
2014
Q1 | $104K | Buy |
+2,000
| New | +$104K | 0.02% | 623 |
|