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Heritage Oak Wealth Advisors’s Dollar Tree DLTR Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio DLTR Stock Details DLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,298
Closed -$302K – 93
2024
Q3 		$302K Buy
+4,298
New +$302K 0.14% 107