Bragg Financial Advisors’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 |
-2,020
| Closed | -$216K | – | 322 |
|
|
2024
Q2 | $216K | Hold |
2,020
| – | – | 0.01% | 310 |
|
|
2024
Q1 | $269K | Hold |
2,020
| – | – | 0.01% | 293 |
|
|
2023
Q4 | $287K | Hold |
2,020
| – | – | 0.01% | 280 |
|
|
2023
Q3 | $215K | Hold |
2,020
| – | – | 0.01% | 305 |
|
|
2023
Q2 | $290K | Hold |
2,020
| – | – | 0.02% | 286 |
|
|
2023
Q1 | $290K | Hold |
2,020
| – | – | 0.02% | 282 |
|
|
2022
Q4 | $286K | Hold |
2,020
| – | – | 0.02% | 275 |
|
|
2022
Q3 | $275K | Hold |
2,020
| – | – | 0.02% | 265 |
|
|
2022
Q2 | $315K | Hold |
2,020
| – | – | 0.02% | 266 |
|
|
2022
Q1 | $324K | Buy |
+2,020
| New | +$324K | 0.02% | 274 |
|
|
2021
Q2 | – | Sell |
-1,875
| Closed | -$215K | – | 302 |
|
|
2021
Q1 | $215K | Hold |
1,875
| – | – | 0.01% | 286 |
|
|
2020
Q4 | $203K | Buy |
+1,875
| New | +$203K | 0.02% | 279 |
|
|
2019
Q4 | – | Sell |
-1,875
| Closed | -$214K | – | 267 |
|
|
2019
Q3 | $214K | Hold |
1,875
| – | – | 0.03% | 261 |
|
|
2019
Q2 | $201K | Buy |
+1,875
| New | +$201K | 0.02% | 267 |
|
|
2018
Q1 | – | Sell |
-1,875
| Closed | -$201K | – | 256 |
|
|
2017
Q4 | $201K | Buy |
+1,875
| New | +$201K | 0.03% | 257 |
|