Keystone Financial Services (Colorado)’s Dollar Tree DLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,537
Closed -$221K 76
2023
Q1
$221K Sell
1,537
-9
-0.6% -$1.29K 0.12% 71
2022
Q4
$232K Sell
1,546
-773
-33% -$116K 0.12% 71
2022
Q3
$362K Sell
2,319
-37
-2% -$5.78K 0.21% 56
2022
Q2
$388K Sell
2,356
-22
-0.9% -$3.62K 0.21% 54
2022
Q1
$384K Sell
2,378
-101
-4% -$16.3K 0.22% 52
2021
Q4
$348K Buy
+2,479
New +$348K 0.18% 59