Douglass Winthrop Advisors’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,077
| Closed | -$277K | – | 279 |
|
|
2024
Q1 | $277K | Buy |
+2,077
| New | +$277K | 0.01% | 245 |
|
|
2023
Q3 | – | Sell |
-1,400
| Closed | -$201K | – | 239 |
|
|
2023
Q2 | $201K | Hold |
1,400
| – | – | ﹤0.01% | 232 |
|
|
2023
Q1 | $201K | Buy |
+1,400
| New | +$201K | 0.01% | 232 |
|
|
2022
Q3 | – | Sell |
-1,400
| Closed | -$218K | – | 246 |
|
|
2022
Q2 | $218K | Hold |
1,400
| – | – | 0.01% | 239 |
|
|
2022
Q1 | $224K | Buy |
+1,400
| New | +$224K | 0.01% | 249 |
|
|
2017
Q4 | – | Sell |
-6,600
| Closed | -$573K | – | 244 |
|
|
2017
Q3 | $573K | Buy |
+6,600
| New | +$573K | 0.03% | 160 |
|