Legacy Wealth Management (Mississippi)’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,705
| Closed | -$1.55M | – | 88 |
|
|
2022
Q1 | $1.55M | Hold |
9,705
| – | – | 0.81% | 36 |
|
|
2021
Q4 | $1.36M | Sell |
9,705
-245
| -2% | -$34.4K | 0.7% | 43 |
|
|
2021
Q3 | $952K | Sell |
9,950
-542
| -5% | -$51.9K | 0.51% | 56 |
|
|
2021
Q2 | $1.04M | Sell |
10,492
-80
| -0.8% | -$7.96K | 0.58% | 48 |
|
|
2021
Q1 | $1.21M | Buy |
10,572
+460
| +5% | +$52.7K | 0.73% | 43 |
|
|
2020
Q4 | $1.09M | Sell |
10,112
-1,245
| -11% | -$135K | 0.69% | 43 |
|
|
2020
Q3 | $1.04M | Buy |
11,357
+35
| +0.3% | +$3.2K | 0.72% | 44 |
|
|
2020
Q2 | $1.05M | Sell |
11,322
-528
| -4% | -$48.9K | 0.8% | 42 |
|
|
2020
Q1 | $871K | Sell |
11,850
-4,036
| -25% | -$297K | 0.81% | 42 |
|
|
2019
Q4 | $1.49M | Buy |
+15,886
| New | +$1.49M | 1.3% | 15 |
|