Executive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-6,635
| Closed | -$635K | – | 199 |
|
|
2021
Q3 | $635K | Buy |
6,635
+148
| +2% | +$14.2K | 0.07% | 125 |
|
|
2021
Q2 | $645K | Buy |
6,487
+694
| +12% | +$69K | 0.07% | 129 |
|
|
2021
Q1 | $663K | Buy |
5,793
+2,149
| +59% | +$246K | 0.08% | 124 |
|
|
2020
Q4 | $393K | Buy |
+3,644
| New | +$393K | 0.05% | 131 |
|
|
2019
Q3 | – | Sell |
-270
| Closed | -$29K | – | 300 |
|
|
2019
Q2 | $29K | Hold |
270
| – | – | ﹤0.01% | 397 |
|
|
2019
Q1 | $28K | Sell |
270
-21
| -7% | -$2.18K | 0.01% | 369 |
|
|
2018
Q4 | $26K | Buy |
+291
| New | +$26K | ﹤0.01% | 386 |
|