BAM
Baldrige Asset Management’s Dollar Tree DLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $37K | Buy |
261
+2
| +0.8% | +$284 | 0.02% | 188 |
|
|
2022
Q4 | $37K | Hold |
259
| – | – | 0.02% | 187 |
|
|
2022
Q3 | $35K | Hold |
259
| – | – | 0.02% | 184 |
|
|
2022
Q2 | $40K | Hold |
259
| – | – | 0.02% | 180 |
|
|
2022
Q1 | $41K | Sell |
259
-39
| -13% | -$6.17K | 0.02% | 190 |
|
|
2021
Q4 | $42K | Hold |
298
| – | – | 0.02% | 182 |
|
|
2021
Q3 | $29K | Sell |
298
-58
| -16% | -$5.64K | 0.01% | 206 |
|
|
2021
Q2 | $35K | Buy |
+356
| New | +$35K | 0.02% | 189 |
|