CIA
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Concurrent Investment Advisors’s Dollar Tree DLTR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,784
Closed -$238K 956
2024
Q1
$238K Sell
1,784
-73
-4% -$9.72K 0.01% 738
2023
Q4
$264K Buy
+1,857
New +$264K 0.01% 685