Circle Wealth Management’s Dollar Tree DLTR Stock Holding History

Circle Wealth Management’s Portfolio DLTR Stock Details DLTR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell
2024 Q1	$5.62M	Hold
2023 Q4	$5.99M	Sell
2023 Q3	$4.52M	Buy
2023 Q2	$6.05M	Hold
2023 Q1	$6.05M	Hold
2022 Q4	$5.96M	Buy
2022 Q3	$5.74M	Sell
2022 Q2	$6.88M	Hold
2022 Q1	$7.07M	Buy