Zuckerman Investment Group’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,070
| Closed | -$226K | – | 82 |
|
|
2020
Q1 | $226K | Hold |
3,070
| – | – | 0.07% | 62 |
|
|
2019
Q4 | $289K | Hold |
3,070
| – | – | 0.06% | 60 |
|
|
2019
Q3 | $350K | Hold |
3,070
| – | – | 0.08% | 52 |
|
|
2019
Q2 | $330K | Buy |
3,070
+35
| +1% | +$3.76K | 0.07% | 55 |
|
|
2019
Q1 | $319K | Sell |
3,035
-97,110
| -97% | -$10.2M | 0.08% | 53 |
|
|
2018
Q4 | $9.05M | Sell |
100,145
-41,337
| -29% | -$3.73M | 2.51% | 18 |
|
|
2018
Q3 | $11.5M | Buy |
141,482
+776
| +0.6% | +$63.3K | 2.51% | 15 |
|
|
2018
Q2 | $12M | Buy |
140,706
+72,847
| +107% | +$6.19M | 2.8% | 14 |
|
|
2018
Q1 | $6.44M | Buy |
67,859
+415
| +0.6% | +$39.4K | 1.65% | 22 |
|
|
2017
Q4 | $7.24M | Sell |
67,444
-69,730
| -51% | -$7.48M | 1.81% | 20 |
|
|
2017
Q3 | $11.9M | Buy |
137,174
+415
| +0.3% | +$36K | 2.92% | 14 |
|
|
2017
Q2 | $9.56M | Sell |
136,759
-57
| -0% | -$3.99K | 2.55% | 17 |
|
|
2017
Q1 | $10.7M | Buy |
+136,816
| New | +$10.7M | 2.61% | 18 |
|