Harvest Investment Services’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,230
| Closed | -$430K | – | 191 |
|
|
2024
Q1 | $430K | Buy |
+3,230
| New | +$430K | 0.17% | 120 |
|
|
2022
Q3 | – | Sell |
-1,596
| Closed | -$248K | – | 124 |
|
|
2022
Q2 | $248K | Buy |
+1,596
| New | +$248K | 0.19% | 127 |
|
|
2019
Q3 | – | Sell |
-2,436
| Closed | -$268K | – | 161 |
|
|
2019
Q2 | $268K | Buy |
2,436
+64
| +3% | +$7.04K | 0.15% | 126 |
|
|
2019
Q1 | $246K | Buy |
2,372
+20
| +0.9% | +$2.07K | 0.14% | 140 |
|
|
2018
Q4 | $226K | Buy |
+2,352
| New | +$226K | 0.21% | 112 |
|