Winch Advisory Services’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7
| Closed | -$1K | – | 466 |
|
|
2021
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 427 |
|
|
2021
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 441 |
|
|
2021
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 447 |
|
|
2021
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 416 |
|
|
2020
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 396 |
|
|
2020
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 356 |
|
|
2020
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 354 |
|
|
2020
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 306 |
|
|
2019
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 337 |
|
|
2019
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 323 |
|
|
2019
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 405 |
|
|
2019
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 350 |
|
|
2018
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 320 |
|
|
2015
Q4 | – | Sell |
-127
| Closed | -$8K | – | 262 |
|
|
2015
Q3 | $8K | Sell |
127
-4,869
| -97% | -$307K | 0.01% | 130 |
|
|
2015
Q2 | $395K | Buy |
+4,996
| New | +$395K | 0.22% | 76 |
|