GFWA

Grey Fox Wealth Advisors’s Dollar Tree DLTR Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,399	Closed	-$201K	–	101
2023 Q2	$201K	Sell	1,399 -516	-27%	-$74K	0.1%	99
2023 Q1	$275K	Hold	1,915	–	–	0.16%	77
2022 Q4	$271K	Buy	+1,915	New	+$271K	0.18%	74