CWM
Cedar Wealth Management’s Dollar Tree DLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,763
| Closed | -$282K | – | 351 |
|
|
2022
Q1 | $282K | Sell |
1,763
-3,415
| -66% | -$546K | 0.11% | 102 |
|
|
2021
Q4 | $728K | Sell |
5,178
-3,220
| -38% | -$453K | 0.29% | 67 |
|
|
2021
Q3 | $804K | Buy |
8,398
+1,274
| +18% | +$122K | 0.36% | 53 |
|
|
2021
Q2 | $709K | Sell |
7,124
-85
| -1% | -$8.46K | 0.32% | 62 |
|
|
2021
Q1 | $825K | Buy |
7,209
+593
| +9% | +$67.9K | 0.41% | 47 |
|
|
2020
Q4 | $715K | Buy |
6,616
+110
| +2% | +$11.9K | 0.38% | 44 |
|
|
2020
Q3 | $594K | Buy |
6,506
+3,012
| +86% | +$275K | 0.37% | 40 |
|
|
2020
Q2 | $324K | Hold |
3,494
| – | – | 0.22% | 63 |
|
|
2020
Q1 | $257K | Buy |
+3,494
| New | +$257K | 0.17% | 67 |
|