WA
FDO
Wheatland Advisors’s FAMILY DOLLAR STORES FDO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-10,450
| Closed | -$824K | – | 87 |
|
|
2015
Q2 | $824K | Hold |
10,450
| – | – | 0.79% | 46 |
|
|
2015
Q1 | $828K | Hold |
10,450
| – | – | 0.83% | 47 |
|
|
2014
Q4 | $828K | Hold |
10,450
| – | – | 0.81% | 48 |
|
|
2014
Q3 | $807K | Sell |
10,450
-600
| -5% | -$46.3K | 0.81% | 48 |
|
|
2014
Q2 | $474K | Hold |
11,050
| – | – | 0.43% | 66 |
|
|
2014
Q1 | $641K | Sell |
11,050
-250
| -2% | -$14.5K | 0.65% | 51 |
|
|
2013
Q4 | $734K | Buy |
+11,300
| New | +$734K | 0.77% | 46 |
|