Calton & Associates’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,434
| Closed | -$229K | – | 268 |
|
|
2022
Q1 | $229K | Sell |
1,434
-276
| -16% | -$44.1K | 0.07% | 306 |
|
|
2021
Q4 | $240K | Buy |
+1,710
| New | +$240K | 0.06% | 312 |
|
|
2021
Q2 | – | Sell |
-1,829
| Closed | -$209K | – | 416 |
|
|
2021
Q1 | $209K | Buy |
+1,829
| New | +$209K | 0.04% | 369 |
|
|
2019
Q4 | – | Sell |
-2,206
| Closed | -$252K | – | 365 |
|
|
2019
Q3 | $252K | Buy |
+2,206
| New | +$252K | 0.06% | 270 |
|
|
2018
Q2 | – | Sell |
-2,201
| Closed | -$209K | – | 319 |
|
|
2018
Q1 | $209K | Buy |
2,201
+1,659
| +306% | +$158K | 0.06% | 318 |
|
|
2017
Q4 | $62K | Buy |
+542
| New | +$62K | 0.02% | 621 |
|