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LWANC
Laurel Wealth Advisors (North Carolina)’s
Dollar Tree
DLTR
Stock Holding History
Laurel Wealth Advisors (North Carolina)’s Portfolio
DLTR Stock Details
DLTR Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q3
–
Sell
-37
Closed
-$3.95K
–
713
2024
Q2
$3.95K
Hold
37
–
–
﹤0.01%
505
2024
Q1
$4.93K
Hold
37
–
–
﹤0.01%
490
2023
Q4
$5.26K
Hold
37
–
–
﹤0.01%
449
2023
Q3
$3.94K
Hold
37
–
–
﹤0.01%
472
2023
Q2
$5.31K
Hold
37
–
–
﹤0.01%
450
2023
Q1
$5.31K
Hold
37
–
–
﹤0.01%
451
2022
Q4
$5.23K
Hold
37
–
–
﹤0.01%
426
2022
Q3
$5K
Hold
37
–
–
﹤0.01%
421
2022
Q2
$6K
Hold
37
–
–
﹤0.01%
422
2022
Q1
$6K
Hold
37
–
–
﹤0.01%
450
2021
Q4
$5K
Hold
37
–
–
﹤0.01%
480
2021
Q3
$4K
Hold
37
–
–
﹤0.01%
504
2021
Q2
$4K
Hold
37
–
–
﹤0.01%
567
2021
Q1
$4K
Hold
37
–
–
﹤0.01%
524
2020
Q4
$4K
Hold
37
–
–
﹤0.01%
496
2020
Q3
$3K
Hold
37
–
–
﹤0.01%
457
2020
Q2
$3K
Hold
37
–
–
﹤0.01%
450
2020
Q1
$3K
Hold
37
–
–
﹤0.01%
441
2019
Q4
$3K
Hold
37
–
–
﹤0.01%
470
2019
Q3
$4K
Hold
37
–
–
﹤0.01%
440
2019
Q2
$4K
Buy
+37
New
+$3.89K
﹤0.01%
444
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$12B AUM
34.44%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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