Bleakley Financial Group’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 |
-2,275
| Closed | -$243K | – | 1035 |
|
|
2024
Q2 | $243K | Sell |
2,275
-506
| -18% | -$54K | 0.01% | 823 |
|
|
2024
Q1 | $370K | Buy |
2,781
+337
| +14% | +$44.9K | 0.01% | 699 |
|
|
2023
Q4 | $347K | Buy |
2,444
+493
| +25% | +$70K | 0.01% | 693 |
|
|
2023
Q3 | $208K | Sell |
1,951
-732
| -27% | -$77.9K | 0.01% | 794 |
|
|
2023
Q2 | $385K | Sell |
2,683
-310
| -10% | -$44.5K | 0.01% | 659 |
|
|
2023
Q1 | $430K | Buy |
2,993
+111
| +4% | +$15.9K | 0.01% | 606 |
|
|
2022
Q4 | $408K | Buy |
+2,882
| New | +$408K | 0.01% | 599 |
|