Dynamic Advisor Solutions’s Dollar Tree DLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,800
| Closed | -$245K | – | 938 |
|
|
2023
Q4 | $245K | Sell |
1,800
-177
| -9% | -$24.1K | 0.01% | 773 |
|
|
2023
Q3 | $210K | Buy |
+1,977
| New | +$210K | 0.01% | 771 |
|
|
2023
Q1 | – | Sell |
-1,907
| Closed | -$270K | – | 763 |
|
|
2022
Q4 | $270K | Buy |
+1,907
| New | +$270K | 0.02% | 581 |
|
|
2022
Q3 | – | Sell |
-1,456
| Closed | -$227K | – | 696 |
|
|
2022
Q2 | $227K | Sell |
1,456
-20
| -1% | -$3.12K | 0.02% | 613 |
|
|
2022
Q1 | $236K | Sell |
1,476
-6,212
| -81% | -$993K | 0.02% | 630 |
|
|
2021
Q4 | $1.08M | Sell |
7,688
-307
| -4% | -$43.1K | 0.08% | 262 |
|
|
2021
Q3 | $765K | Buy |
7,995
+527
| +7% | +$50.4K | 0.06% | 344 |
|
|
2021
Q2 | $743K | Buy |
7,468
+213
| +3% | +$21.2K | 0.06% | 335 |
|
|
2021
Q1 | $830K | Buy |
+7,255
| New | +$830K | 0.08% | 272 |
|