Evoke Wealth’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 |
-16,023
| Closed | -$2.3M | – | 381 |
|
|
2023
Q2 | $2.3M | Sell |
16,023
-2,224
| -12% | -$319K | 0.08% | 103 |
|
|
2023
Q1 | $2.62M | Sell |
18,247
-1,713
| -9% | -$246K | 0.1% | 96 |
|
|
2022
Q4 | $2.82M | Sell |
19,960
-5,357
| -21% | -$758K | 0.1% | 97 |
|
|
2022
Q3 | $3.45M | Sell |
25,317
-1,620
| -6% | -$221K | 0.14% | 76 |
|
|
2022
Q2 | $4.2M | Sell |
26,937
-17,193
| -39% | -$2.68M | 0.16% | 70 |
|
|
2022
Q1 | $7.07M | Sell |
44,130
-10,497
| -19% | -$1.68M | 0.23% | 52 |
|
|
2021
Q4 | $7.68M | Sell |
54,627
-3,642
| -6% | -$512K | 0.24% | 53 |
|
|
2021
Q3 | $5.58M | Buy |
58,269
+12,904
| +28% | +$1.24M | 0.21% | 62 |
|
|
2021
Q2 | $4.51M | Buy |
45,365
+1,332
| +3% | +$133K | 0.17% | 79 |
|
|
2021
Q1 | $5.04M | Buy |
44,033
+43,797
| +18,558% | +$5.01M | 0.23% | 61 |
|
|
2020
Q4 | $25K | Buy |
236
+8
| +4% | +$847 | ﹤0.01% | 467 |
|
|
2020
Q3 | $21K | Sell |
228
-2
| -0.9% | -$184 | ﹤0.01% | 469 |
|
|
2020
Q2 | $21K | Sell |
230
-25
| -10% | -$2.28K | ﹤0.01% | 451 |
|
|
2020
Q1 | $18.7K | Sell |
255
-1,249
| -83% | -$91.8K | ﹤0.01% | 442 |
|
|
2019
Q4 | $141K | Buy |
1,504
+3
| +0.2% | +$282 | 0.02% | 275 |
|
|
2019
Q3 | $171K | Buy |
+1,501
| New | +$171K | 0.02% | 281 |
|