Hedeker Wealth’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-4,801
| Closed | -$513K | – | 86 |
|
2024
Q2 | $513K | Sell |
4,801
-29
| -0.6% | -$3.1K | 0.15% | 77 |
|
2024
Q1 | $643K | Sell |
4,830
-9,705
| -67% | -$1.29M | 0.19% | 80 |
|
2023
Q4 | $2.06M | Sell |
14,535
-4,934
| -25% | -$701K | 0.65% | 49 |
|
2023
Q3 | $2.07M | Sell |
19,469
-20,452
| -51% | -$2.18M | 0.72% | 53 |
|
2023
Q2 | $5.73M | Sell |
39,921
-638
| -2% | -$91.6K | 1.91% | 14 |
|
2023
Q1 | $5.82M | Sell |
40,559
-3,089
| -7% | -$443K | 2.07% | 10 |
|
2022
Q4 | $6.17M | Buy |
43,648
+3,955
| +10% | +$559K | 2.31% | 5 |
|
2022
Q3 | $5.4M | Buy |
39,693
+532
| +1% | +$72.4K | 2.1% | 8 |
|
2022
Q2 | $6.52M | Buy |
39,161
+2,675
| +7% | +$445K | 2.25% | 5 |
|
2022
Q1 | $5.84M | Buy |
36,486
+12,931
| +55% | +$2.07M | 1.77% | 17 |
|
2021
Q4 | $3.31M | Sell |
23,555
-369
| -2% | -$51.8K | 0.96% | 41 |
|
2021
Q3 | $2.29M | Sell |
23,924
-7,384
| -24% | -$707K | 0.71% | 52 |
|
2021
Q2 | $3.12M | Buy |
+31,308
| New | +$3.12M | 0.97% | 42 |
|