Aspen Investment Management’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,018
| Closed | -$269K | – | 152 |
|
|
2024
Q1 | $269K | Sell |
2,018
-129
| -6% | -$17.2K | 0.14% | 134 |
|
|
2023
Q4 | $305K | Sell |
2,147
-340
| -14% | -$48.3K | 0.17% | 117 |
|
|
2023
Q3 | $264K | Sell |
2,487
-237
| -9% | -$25.2K | 0.16% | 125 |
|
|
2023
Q2 | $391K | Sell |
2,724
-18
| -0.7% | -$2.58K | 0.23% | 102 |
|
|
2023
Q1 | $394K | Sell |
2,742
-156
| -5% | -$22.4K | 0.25% | 96 |
|
|
2022
Q4 | $410K | Sell |
2,898
-843
| -23% | -$119K | 0.27% | 97 |
|
|
2022
Q3 | $509K | Buy |
3,741
+7
| +0.2% | +$952 | 0.34% | 86 |
|
|
2022
Q2 | $582K | Buy |
+3,734
| New | +$582K | 0.36% | 85 |
|