Wolf Group Capital Advisors’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-16,815
| Closed | -$1.18M | – | 94 |
|
|
2014
Q4 | $1.18M | Sell |
16,815
-12,740
| -43% | -$896K | 0.86% | 46 |
|
|
2014
Q3 | $1.66M | Sell |
29,555
-6,780
| -19% | -$380K | 1.24% | 32 |
|
|
2014
Q2 | $1.98M | Buy |
36,335
+525
| +1% | +$28.6K | 1.44% | 27 |
|
|
2014
Q1 | $1.87M | Buy |
35,810
+400
| +1% | +$20.9K | 1.44% | 25 |
|
|
2013
Q4 | $2M | Buy |
+35,410
| New | +$2M | 1.61% | 20 |
|