Great Valley Advisor Group’s Dollar Tree DLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-6,104
Closed -$863K 716
2022
Q4
$863K Sell
6,104
-758
-11% -$107K 0.04% 345
2022
Q3
$934K Sell
6,862
-698
-9% -$95K 0.05% 314
2022
Q2
$1.18M Buy
7,560
+467
+7% +$72.8K 0.06% 276
2022
Q1
$1.14M Buy
+7,093
New +$1.14M 0.07% 266