BerganKDV 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
Q2 | $13.6K | Sell |
95
-18
| -16% | -$2.58K | ﹤0.01% | 526 |
|
|
2023
Q1 | $16.2K | Hold |
113
| – | – | ﹤0.01% | 539 |
|
|
2022
Q4 | $16K | Hold |
113
| – | – | ﹤0.01% | 518 |
|
|
2022
Q3 | $15K | Sell |
113
-12
| -10% | -$1.59K | ﹤0.01% | 519 |
|
|
2022
Q2 | $19K | Hold |
125
| – | – | ﹤0.01% | 499 |
|
|
2022
Q1 | $20K | Hold |
125
| – | – | ﹤0.01% | 513 |
|
|
2021
Q4 | $18K | Sell |
125
-3
| -2% | -$432 | ﹤0.01% | 557 |
|
|
2021
Q3 | $12K | Buy |
128
+85
| +198% | +$7.97K | ﹤0.01% | 607 |
|
|
2021
Q2 | $4K | Hold |
43
| – | – | ﹤0.01% | 722 |
|
|
2021
Q1 | $5K | Sell |
43
-8
| -16% | -$930 | ﹤0.01% | 660 |
|
|
2020
Q4 | $6K | Buy |
51
+12
| +31% | +$1.41K | ﹤0.01% | 632 |
|
|
2020
Q3 | $4K | Hold |
39
| – | – | ﹤0.01% | 598 |
|
|
2020
Q2 | $4K | Sell |
39
-7
| -15% | -$718 | ﹤0.01% | 648 |
|
|
2020
Q1 | $3K | Buy |
46
+8
| +21% | +$522 | ﹤0.01% | 659 |
|
|
2019
Q4 | $4K | Buy |
+38
| New | +$4K | ﹤0.01% | 653 |
|