Baldwin Wealth 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
Q3 | – | Sell |
-35
| Closed | -$3.74K | – | 1106 |
|
|
2024
Q2 | $3.74K | Buy |
+35
| New | +$3.74K | ﹤0.01% | 614 |
|
|
2018
Q3 | – | Sell |
-103
| Closed | -$9K | – | 520 |
|
|
2018
Q2 | $9K | Hold |
103
| – | – | ﹤0.01% | 464 |
|
|
2018
Q1 | $10K | Hold |
103
| – | – | ﹤0.01% | 434 |
|
|
2017
Q4 | $11K | Hold |
103
| – | – | ﹤0.01% | 410 |
|
|
2017
Q3 | $9K | Buy |
+103
| New | +$9K | ﹤0.01% | 413 |
|