Advisor Partners II’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $763K | Buy |
7,169
+1,084
| +18% | +$115K | 0.03% | 567 |
|
|
2023
Q2 | $873K | Sell |
6,085
-28
| -0.5% | -$4.02K | 0.04% | 430 |
|
|
2023
Q1 | $878K | Buy |
6,113
+267
| +5% | +$38.3K | 0.05% | 378 |
|
|
2022
Q4 | $827K | Buy |
5,846
+1,025
| +21% | +$145K | 0.05% | 369 |
|
|
2022
Q3 | $656K | Buy |
+4,821
| New | +$656K | 0.05% | 383 |
|