BerganKDV Wealth Management’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $13.6K | Sell |
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|
2023
Q1 | $16.2K | Hold |
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|
2022
Q4 | $16K | Hold |
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|
2022
Q3 | $15K | Sell |
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|
2022
Q2 | $19K | Hold |
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|
2022
Q1 | $20K | Hold |
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|
2021
Q4 | $18K | Sell |
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|
2021
Q3 | $12K | Buy |
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|
2021
Q2 | $4K | Hold |
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|
2021
Q1 | $5K | Sell |
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|
2020
Q4 | $6K | Buy |
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|
2020
Q3 | $4K | Hold |
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|
2020
Q2 | $4K | Sell |
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|
2020
Q1 | $3K | Buy |
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|
2019
Q4 | $4K | Buy |
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