Kore Private Wealth’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $265K | Buy |
+1,946
| New | +$265K | 0.05% | 202 |
|
|
2022
Q2 | – | Sell |
-1,322
| Closed | -$212K | – | 320 |
|
|
2022
Q1 | $212K | Buy |
+1,322
| New | +$212K | 0.03% | 291 |
|
|
2020
Q3 | – | Sell |
-291
| Closed | -$27K | – | 477 |
|
|
2020
Q2 | $27K | Buy |
291
+48
| +20% | +$4.45K | 0.01% | 589 |
|
|
2020
Q1 | $18K | Buy |
243
+220
| +957% | +$16.3K | ﹤0.01% | 602 |
|
|
2019
Q4 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 925 |
|
|
2019
Q2 | – | Sell |
-45
| Closed | -$5K | – | 377 |
|
|
2019
Q1 | $5K | Hold |
45
| – | – | ﹤0.01% | 760 |
|
|
2018
Q4 | $4K | Buy |
+45
| New | +$4K | ﹤0.01% | 721 |
|