Legacy Financial Group (Iowa)
DLTR icon

Legacy Financial Group (Iowa)’s Dollar Tree DLTR Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio DLTR Stock Details DLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-7
Closed -$745 – 153
2023
Q3 		$745 Buy
+7
New +$938 ﹤0.01% 527

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Legacy Financial Group (Iowa)'s DLTR Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Dollar Tree (DLTR) in Q4 2023, closing a stake of 7 shares — an estimated $745 sold.

Legacy Financial Group (Iowa) first reported a position in DLTR in Q3 2023 and held it in 1 quarter. The position peaked at $745 in Q3 2023. 770 funds tracked by Wall St. Rank hold DLTR as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Dollar Tree position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 7 Dollar Tree shares in Q4 2023, an estimated $745.
  • Legacy Financial Group (Iowa) first reported a position in Dollar Tree in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Dollar Tree position peaked at $745 in Q3 2023.
  • 770 funds tracked by Wall St. Rank held Dollar Tree as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.