Lee Financial’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-18
| Closed | -$1.92K | – | 874 |
|
|
2023
Q3 | $1.92K | Hold |
18
| – | – | ﹤0.01% | 693 |
|
|
2023
Q2 | $2.58K | Buy |
+18
| New | +$2.58K | ﹤0.01% | 607 |
|
|
2023
Q1 | – | Sell |
-2
| Closed | -$283 | – | 845 |
|
|
2022
Q4 | $283 | Hold |
2
| – | – | ﹤0.01% | 861 |
|
|
2022
Q3 | $0 | Sell |
2
-22
| -92% | – | ﹤0.01% | 859 |
|
|
2022
Q2 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 620 |
|
|
2020
Q4 | – | Sell |
-45
| Closed | -$4K | – | 489 |
|
|
2020
Q3 | $4K | Hold |
45
| – | – | ﹤0.01% | 470 |
|
|
2020
Q2 | $4K | Hold |
45
| – | – | ﹤0.01% | 441 |
|
|
2020
Q1 | $3K | Hold |
45
| – | – | ﹤0.01% | 407 |
|
|
2019
Q4 | $4K | Hold |
45
| – | – | ﹤0.01% | 426 |
|
|
2019
Q3 | $5K | Hold |
45
| – | – | ﹤0.01% | 419 |
|
|
2019
Q2 | $5K | Hold |
45
| – | – | ﹤0.01% | 426 |
|
|
2019
Q1 | $5K | Buy |
+45
| New | +$5K | ﹤0.01% | 413 |
|
|
2018
Q3 | – | Sell |
-79
| Closed | -$7K | – | 530 |
|
|
2018
Q2 | $7K | Buy |
79
+1
| +1% | +$89 | ﹤0.01% | 561 |
|
|
2018
Q1 | $7K | Buy |
+78
| New | +$7K | ﹤0.01% | 561 |
|