Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $9.07K | Buy |
121
+21
| +21% | +$1.57K | ﹤0.01% | 351 |
|
|
2024
Q3 | $7.03K | Hold |
100
| – | – | ﹤0.01% | 335 |
|
|
2024
Q2 | $10.7K | Hold |
100
| – | – | ﹤0.01% | 313 |
|
|
2024
Q1 | $13.3K | Hold |
100
| – | – | 0.01% | 318 |
|
|
2023
Q4 | $14.2K | Hold |
100
| – | – | 0.01% | 305 |
|
|
2023
Q3 | $10.6K | Hold |
100
| – | – | 0.01% | 326 |
|
|
2023
Q2 | $14.4K | Hold |
100
| – | – | 0.01% | 311 |
|
|
2023
Q1 | $14.4K | Hold |
100
| – | – | 0.01% | 298 |
|
|
2022
Q4 | $14.1K | Buy |
+100
| New | +$14.1K | 0.01% | 294 |
|
|
2022
Q1 | – | Sell |
-171
| Closed | -$24K | – | 234 |
|
|
2021
Q4 | $24K | Buy |
+171
| New | +$24K | 0.01% | 258 |
|