Wheatland Advisors’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 |
-2,331
| Closed | -$221K | – | 97 |
|
|
2018
Q1 | $221K | Hold |
2,331
| – | – | 0.18% | 94 |
|
|
2017
Q4 | $250K | Hold |
2,331
| – | – | 0.2% | 91 |
|
|
2017
Q3 | $202K | Buy |
+2,331
| New | +$202K | 0.17% | 94 |
|
|
2016
Q4 | – | Sell |
-2,591
| Closed | -$205K | – | 91 |
|
|
2016
Q3 | $205K | Hold |
2,591
| – | – | 0.19% | 87 |
|
|
2016
Q2 | $244K | Hold |
2,591
| – | – | 0.23% | 84 |
|
|
2016
Q1 | $214K | Hold |
2,591
| – | – | 0.22% | 84 |
|
|
2015
Q4 | $200K | Buy |
+2,591
| New | +$200K | 0.2% | 83 |
|