Arete Wealth Advisors’s Dollar Tree DLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,877
Closed -$306K 751
2023
Q3
$306K Buy
2,877
+252
+10% +$26.8K 0.05% 339
2023
Q2
$377K Buy
+2,625
New +$377K 0.03% 429