GHP Investment Advisors’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-38
| Closed | -$2.67K | – | 993 |
|
|
2024
Q3 | $2.67K | Sell |
38
-2,123
| -98% | -$149K | ﹤0.01% | 872 |
|
|
2024
Q2 | $231K | Sell |
2,161
-8,560
| -80% | -$914K | 0.01% | 356 |
|
|
2024
Q1 | $1.43M | Buy |
10,721
+581
| +6% | +$77.4K | 0.07% | 248 |
|
|
2023
Q4 | $1.44M | Sell |
10,140
-3,526
| -26% | -$501K | 0.08% | 243 |
|
|
2023
Q3 | $1.48M | Sell |
13,666
-1,981
| -13% | -$214K | 0.09% | 231 |
|
|
2023
Q2 | $2.3M | Buy |
15,647
+1,684
| +12% | +$248K | 0.13% | 206 |
|
|
2023
Q1 | $2M | Buy |
13,963
+549
| +4% | +$78.8K | 0.13% | 216 |
|
|
2022
Q4 | $1.9M | Buy |
13,414
+1,672
| +14% | +$236K | 0.13% | 213 |
|
|
2022
Q3 | $1.6M | Buy |
11,742
+910
| +8% | +$124K | 0.12% | 218 |
|
|
2022
Q2 | $1.69M | Buy |
10,832
+589
| +6% | +$91.8K | 0.13% | 215 |
|
|
2022
Q1 | $1.64M | Buy |
+10,243
| New | +$1.64M | 0.11% | 222 |
|