Avantax Planning Partners’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 |
-1,549
| Closed | -$206K | – | 477 |
|
|
2024
Q1 | $206K | Buy |
+1,549
| New | +$206K | 0.01% | 440 |
|
|
2018
Q4 | – | Sell |
-308
| Closed | -$25K | – | 498 |
|
|
2018
Q3 | $25K | Buy |
+308
| New | +$25K | ﹤0.01% | 644 |
|
|
2018
Q2 | – | Sell |
-451
| Closed | -$42K | – | 529 |
|
|
2018
Q1 | $42K | Buy |
+451
| New | +$42K | ﹤0.01% | 563 |
|