Baron Wealth 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
Q3 | – | Sell |
-2,654
| Closed | -$283K | – | 210 |
|
|
2024
Q2 | $283K | Buy |
2,654
+175
| +7% | +$18.7K | 0.15% | 121 |
|
|
2024
Q1 | $330K | Sell |
2,479
-37
| -1% | -$4.93K | 0.18% | 103 |
|
|
2023
Q4 | $357K | Buy |
+2,516
| New | +$357K | 0.2% | 82 |
|
|
2023
Q3 | – | Sell |
-1,726
| Closed | -$248K | – | 144 |
|
|
2023
Q2 | $248K | Sell |
1,726
-85
| -5% | -$12.2K | 0.16% | 111 |
|
|
2023
Q1 | $260K | Buy |
1,811
+275
| +18% | +$39.5K | 0.18% | 99 |
|
|
2022
Q4 | $217K | Buy |
+1,536
| New | +$217K | 0.17% | 118 |
|