GW Henssler & Associates’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,771
| Closed | -$254K | – | 224 |
|
|
2023
Q2 | $254K | Sell |
1,771
-400
| -18% | -$57.4K | 0.02% | 170 |
|
|
2023
Q1 | $312K | Buy |
2,171
+27
| +1% | +$3.88K | 0.02% | 164 |
|
|
2022
Q4 | $303K | Buy |
2,144
+5
| +0.2% | +$707 | 0.02% | 164 |
|
|
2022
Q3 | $291K | Sell |
2,139
-83
| -4% | -$11.3K | 0.02% | 145 |
|
|
2022
Q2 | $346K | Sell |
2,222
-632
| -22% | -$98.4K | 0.03% | 130 |
|
|
2022
Q1 | $457K | Hold |
2,854
| – | – | 0.03% | 128 |
|
|
2021
Q4 | $401K | Buy |
+2,854
| New | +$401K | 0.03% | 165 |
|
|
2021
Q3 | – | Sell |
-3,365
| Closed | -$335K | – | 140 |
|
|
2021
Q2 | $335K | Buy |
+3,365
| New | +$335K | 0.02% | 187 |
|