Disciplined Investments’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-26
| Closed | -$3.73K | – | 493 |
|
|
2023
Q2 | $3.73K | Sell |
26
-2
| -7% | -$287 | ﹤0.01% | 468 |
|
|
2023
Q1 | $4.02K | Buy |
28
+5
| +22% | +$718 | ﹤0.01% | 471 |
|
|
2022
Q4 | $3.25K | Hold |
23
| – | – | ﹤0.01% | 476 |
|
|
2022
Q3 | $3K | Sell |
23
-9
| -28% | -$1.17K | ﹤0.01% | 508 |
|
|
2022
Q2 | $5K | Buy |
32
+5
| +19% | +$781 | ﹤0.01% | 440 |
|
|
2022
Q1 | $4K | Buy |
+27
| New | +$4K | ﹤0.01% | 492 |
|