Custom Index Systems’s Dollar Tree DLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,417
| Closed | -$381K | – | 257 |
|
|
2024
Q3 | $381K | Buy |
5,417
+3,388
| +167% | +$238K | 0.21% | 165 |
|
|
2024
Q2 | $217K | Sell |
2,029
-791
| -28% | -$84.5K | 0.12% | 225 |
|
|
2024
Q1 | $375K | Buy |
2,820
+740
| +36% | +$98.5K | 0.21% | 148 |
|
|
2023
Q4 | $295K | Buy |
+2,080
| New | +$295K | 0.18% | 171 |
|