Gen-Wealth Partners’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
-1,742
Closed -$186K 678
2024
Q2
$186K Buy
1,742
+421
+32% +$45K 0.09% 220
2024
Q1
$176K Buy
+1,321
New +$176K 0.09% 223