Jamison Private Wealth Management’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-176
| Closed | -$12.4K | – | 277 |
|
|
2024
Q3 | $12.4K | Sell |
176
-72
| -29% | -$5.06K | ﹤0.01% | 335 |
|
|
2024
Q2 | $26.5K | Hold |
248
| – | – | ﹤0.01% | 278 |
|
|
2024
Q1 | $33K | Hold |
248
| – | – | 0.01% | 273 |
|
|
2023
Q4 | $35.2K | Hold |
248
| – | – | 0.01% | 252 |
|
|
2023
Q3 | $26.4K | Buy |
+248
| New | +$26.4K | 0.01% | 258 |
|