Estate Counselors’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,563
| Closed | -$928K | – | 143 |
|
|
2022
Q4 | $928K | Hold |
6,563
| – | – | 0.13% | 109 |
|
|
2022
Q3 | $893K | Sell |
6,563
-5,425
| -45% | -$738K | 0.14% | 88 |
|
|
2022
Q2 | $1.87M | Buy |
11,988
+21
| +0.2% | +$3.27K | 0.28% | 50 |
|
|
2022
Q1 | $1.92M | Hold |
11,967
| – | – | 0.25% | 55 |
|
|
2021
Q4 | $1.68M | Buy |
+11,967
| New | +$1.68M | 0.2% | 54 |
|