Kelly Financial 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 Q3	–	Sell	-18	Closed	-$1.92K	–	264
2024 Q2	$1.92K	Hold	18	–	–	﹤0.01%	591
2024 Q1	$2.4K	Hold	18	–	–	﹤0.01%	572
2023 Q4	$2.56K	Hold	18	–	–	﹤0.01%	552
2023 Q3	$1.92K	Hold	18	–	–	﹤0.01%	550
2023 Q2	$2.58K	Hold	18	–	–	﹤0.01%	530
2023 Q1	$2.58K	Hold	18	–	–	﹤0.01%	500
2022 Q4	$2.55K	Hold	18	–	–	﹤0.01%	486
2022 Q3	$2.45K	Hold	18	–	–	﹤0.01%	481
2022 Q2	$2.81K	Hold	18	–	–	﹤0.01%	466
2022 Q1	$2.88K	Hold	18	–	–	﹤0.01%	489
2021 Q4	$2.53K	Hold	18	–	–	﹤0.01%	512
2021 Q3	$1.72K	Sell	18 -1,773	-99%	-$170K	﹤0.01%	531
2021 Q2	$18K	Buy	1,791 +1,773	+9,850%	+$17.8K	﹤0.01%	558
2021 Q1	$2.06K	Hold	18	–	–	﹤0.01%	498
2020 Q4	$1.95K	Hold	18	–	–	﹤0.01%	464
2020 Q3	$1.64K	Hold	18	–	–	﹤0.01%	450
2020 Q2	$1.67K	Hold	18	–	–	﹤0.01%	452
2020 Q1	$1.32K	Hold	18	–	–	﹤0.01%	429
2019 Q4	$1.69K	Hold	18	–	–	﹤0.01%	429
2019 Q3	$2.06K	Hold	18	–	–	﹤0.01%	397
2019 Q2	$1.93K	Hold	18	–	–	﹤0.01%	379
2019 Q1	$1.89K	Buy	+18	New	+$1.89K	﹤0.01%	380