Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $5.26K | Buy |
37
+2
| +6% | +$284 | ﹤0.01% | 876 |
|
|
2023
Q3 | $3.73K | Sell |
35
-20
| -36% | -$2.13K | ﹤0.01% | 723 |
|
|
2023
Q2 | $7.89K | Buy |
55
+20
| +57% | +$2.87K | ﹤0.01% | 619 |
|
|
2023
Q1 | $5.02K | Hold |
35
| – | – | ﹤0.01% | 687 |
|
|
2022
Q4 | $5K | Hold |
35
| – | – | ﹤0.01% | 683 |
|
|
2022
Q3 | $5K | Hold |
35
| – | – | ﹤0.01% | 637 |
|
|
2022
Q2 | $5K | Hold |
35
| – | – | ﹤0.01% | 663 |
|
|
2022
Q1 | $6K | Hold |
35
| – | – | ﹤0.01% | 636 |
|
|
2021
Q4 | $5K | Hold |
35
| – | – | ﹤0.01% | 641 |
|
|
2021
Q3 | $3K | Hold |
35
| – | – | ﹤0.01% | 641 |
|
|
2021
Q2 | $3K | Hold |
35
| – | – | ﹤0.01% | 607 |
|
|
2021
Q1 | $4K | Buy |
35
+10
| +40% | +$1.14K | ﹤0.01% | 526 |
|
|
2020
Q4 | $3K | Hold |
25
| – | – | ﹤0.01% | 522 |
|
|
2020
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 527 |
|
|
2020
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 536 |
|
|
2020
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 493 |
|
|
2019
Q4 | $2K | Sell |
25
-50
| -67% | -$4K | ﹤0.01% | 513 |
|
|
2019
Q3 | $9K | Buy |
+75
| New | +$9K | ﹤0.01% | 368 |
|