AWA
Aaron Wealth Advisors’s Dollar Tree DLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Buy |
+2,372
| New | +$235K | 0.02% | 425 |
|
|
2023
Q3 | – | Sell |
-10,729
| Closed | -$1.54M | – | 264 |
|
|
2023
Q2 | $1.54M | Sell |
10,729
-138
| -1% | -$19.8K | 0.2% | 74 |
|
|
2023
Q1 | $1.56M | Sell |
10,867
-178
| -2% | -$25.6K | 0.21% | 74 |
|
|
2022
Q4 | $1.56M | Buy |
11,045
+3,822
| +53% | +$541K | 0.23% | 70 |
|
|
2022
Q3 | $983K | Buy |
+7,223
| New | +$983K | 0.18% | 81 |
|
|
2022
Q2 | – | Sell |
-22,100
| Closed | -$138K | – | 366 |
|
|
2022
Q1 | $138K | Buy |
+22,100
| New | +$138K | ﹤0.01% | 846 |
|