Laidlaw Wealth Management’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,842
| Closed | -$264K | – | 291 |
|
|
2023
Q2 | $264K | Sell |
1,842
-134
| -7% | -$19.2K | 0.05% | 282 |
|
|
2023
Q1 | $284K | Buy |
1,976
+5
| +0.3% | +$718 | 0.06% | 271 |
|
|
2022
Q4 | $279K | Sell |
1,971
-10
| -0.5% | -$1.41K | 0.06% | 272 |
|
|
2022
Q3 | $270K | Buy |
1,981
+384
| +24% | +$52.3K | 0.06% | 257 |
|
|
2022
Q2 | $249K | Sell |
1,597
-400
| -20% | -$62.4K | 0.05% | 302 |
|
|
2022
Q1 | $320K | Buy |
+1,997
| New | +$320K | 0.05% | 291 |
|