Concord Wealth Partners’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 | – | Sell |
-237
| Closed | -$16.6K | – | 938 |
|
|
2024
Q3 | $16.6K | Hold |
237
| – | – | ﹤0.01% | 500 |
|
|
2024
Q2 | $25.3K | Hold |
237
| – | – | ﹤0.01% | 393 |
|
|
2024
Q1 | $31.6K | Sell |
237
-54
| -19% | -$7.19K | 0.01% | 425 |
|
|
2023
Q4 | $41.3K | Hold |
291
| – | – | 0.01% | 380 |
|
|
2023
Q3 | $31K | Sell |
291
-54
| -16% | -$5.75K | 0.01% | 441 |
|
|
2023
Q2 | $49.5K | Sell |
345
-347
| -50% | -$49.8K | 0.01% | 369 |
|
|
2023
Q1 | $99.3K | Sell |
692
-384
| -36% | -$55.1K | 0.03% | 250 |
|
|
2022
Q4 | $152K | Buy |
+1,076
| New | +$152K | 0.05% | 195 |
|
|
2022
Q3 | – | Sell |
-1,045
| Closed | -$163K | – | 397 |
|
|
2022
Q2 | $163K | Sell |
1,045
-24
| -2% | -$3.74K | 0.04% | 186 |
|
|
2022
Q1 | $171K | Sell |
1,069
-20
| -2% | -$3.2K | 0.04% | 201 |
|
|
2021
Q4 | $153K | Buy |
1,089
+236
| +28% | +$33.2K | 0.04% | 229 |
|
|
2021
Q3 | $82K | Sell |
853
-236
| -22% | -$22.7K | 0.03% | 154 |
|
|
2021
Q2 | $108K | Sell |
1,089
-238
| -18% | -$23.6K | 0.03% | 224 |
|
|
2021
Q1 | $152K | Sell |
1,327
-151
| -10% | -$17.3K | 0.05% | 157 |
|
|
2020
Q4 | $160K | Buy |
+1,478
| New | +$160K | 0.12% | 86 |
|