Kovack Advisors’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 | – | Sell |
-4,377
| Closed | -$682K | – | 573 |
|
2022
Q2 | $682K | Buy |
4,377
+2,828
| +183% | +$441K | 0.09% | 242 |
|
2022
Q1 | $248K | Buy |
+1,549
| New | +$248K | 0.03% | 587 |
|
2018
Q2 | – | Sell |
-3,525
| Closed | -$335K | – | 428 |
|
2018
Q1 | $335K | Buy |
+3,525
| New | +$335K | 0.08% | 278 |
|