Laffer Tengler Investments’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,691
| Closed | -$381K | – | 414 |
|
|
2022
Q4 | $381K | Buy |
2,691
+86
| +3% | +$12.2K | 0.11% | 159 |
|
|
2022
Q3 | $355K | Buy |
2,605
+86
| +3% | +$11.7K | 0.13% | 137 |
|
|
2022
Q2 | $393K | Buy |
+2,519
| New | +$393K | 0.14% | 138 |
|
|
2021
Q3 | – | Sell |
-4,754
| Closed | -$473K | – | 487 |
|
|
2021
Q2 | $473K | Buy |
4,754
+3,564
| +299% | +$355K | 0.18% | 116 |
|
|
2021
Q1 | $136K | Buy |
1,190
+132
| +12% | +$15.1K | 0.05% | 200 |
|
|
2020
Q4 | $114K | Buy |
+1,058
| New | +$114K | 0.05% | 194 |
|
|
2016
Q2 | – | Sell |
-4,857
| Closed | -$401K | – | 224 |
|
|
2016
Q1 | $401K | Buy |
+4,857
| New | +$401K | 0.11% | 186 |
|
|
2015
Q4 | – | Hold |
0
| – | -$324M | – | 190 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 194 |
|