Graves Light Lenhart 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
Q2 | – | Sell |
-866
| Closed | -$124K | – | 195 |
|
|
2023
Q1 | $124K | Buy |
+866
| New | +$124K | 0.02% | 164 |
|
|
2022
Q3 | – | Sell |
-866
| Closed | -$135K | – | 279 |
|
|
2022
Q2 | $135K | Hold |
866
| – | – | 0.02% | 199 |
|
|
2022
Q1 | $139K | Sell |
866
-1,104
| -56% | -$177K | 0.02% | 217 |
|
|
2021
Q4 | $277K | Hold |
1,970
| – | – | 0.04% | 163 |
|
|
2021
Q3 | $189K | Sell |
1,970
-202
| -9% | -$19.4K | 0.03% | 181 |
|
|
2021
Q2 | $216K | Sell |
2,172
-601
| -22% | -$59.8K | 0.03% | 174 |
|
|
2021
Q1 | $317K | Buy |
2,773
+29
| +1% | +$3.32K | 0.05% | 137 |
|
|
2020
Q4 | $296K | Hold |
2,744
| – | – | 0.06% | 132 |
|
|
2020
Q3 | $251K | Buy |
2,744
+167
| +6% | +$15.3K | 0.06% | 133 |
|
|
2020
Q2 | $239K | Buy |
+2,577
| New | +$239K | 0.06% | 133 |
|
|
2020
Q1 | – | Sell |
-2,199
| Closed | -$207K | – | 162 |
|
|
2019
Q4 | $207K | Sell |
2,199
-208
| -9% | -$19.6K | 0.04% | 163 |
|
|
2019
Q3 | $266K | Sell |
2,407
-2
| -0.1% | -$221 | 0.06% | 143 |
|
|
2019
Q2 | $259K | Sell |
2,409
-73
| -3% | -$7.84K | 0.06% | 136 |
|
|
2019
Q1 | $261K | Sell |
2,482
-93
| -4% | -$9.77K | 0.07% | 125 |
|
|
2018
Q4 | $233K | Buy |
+2,575
| New | +$233K | 0.07% | 123 |
|