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 |
|