Edge Wealth Management’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-51,154
| Closed | -$5.46M | – | 81 |
|
|
2024
Q2 | $5.46M | Sell |
51,154
-1,100
| -2% | -$117K | 1.15% | 26 |
|
|
2024
Q1 | $6.96M | Buy |
52,254
+50
| +0.1% | +$6.66K | 1.46% | 26 |
|
|
2023
Q4 | $7.42M | Sell |
52,204
-340
| -0.6% | -$48.3K | 1.62% | 22 |
|
|
2023
Q3 | $5.59M | Buy |
+52,544
| New | +$5.59M | 1.31% | 25 |
|