YorkBridge Wealth Partners’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,581
| Closed | -$170K | – | 288 |
|
|
2019
Q2 | $170K | Sell |
1,581
-15
| -0.9% | -$1.61K | 0.08% | 192 |
|
|
2019
Q1 | $168K | Sell |
1,596
-85
| -5% | -$8.95K | 0.08% | 185 |
|
|
2018
Q4 | $152K | Buy |
1,681
+29
| +2% | +$2.62K | 0.08% | 179 |
|
|
2018
Q3 | $136K | Sell |
1,652
-29
| -2% | -$2.39K | 0.06% | 232 |
|
|
2018
Q2 | $143K | Hold |
1,681
| – | – | 0.06% | 224 |
|
|
2018
Q1 | $165K | Sell |
1,681
-25
| -1% | -$2.45K | 0.08% | 205 |
|
|
2017
Q4 | $180K | Sell |
1,706
-171
| -9% | -$18K | 0.09% | 184 |
|
|
2017
Q3 | $163K | Hold |
1,877
| – | – | 0.08% | 199 |
|
|
2017
Q2 | $131K | Buy |
1,877
+36
| +2% | +$2.51K | 0.07% | 218 |
|
|
2017
Q1 | $150K | Buy |
1,841
+66
| +4% | +$5.38K | 0.08% | 195 |
|
|
2016
Q4 | $158K | Buy |
+1,775
| New | +$158K | 0.09% | 179 |
|