LexAurum Advisors’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,706
| Closed | -$227K | – | 304 |
|
|
2024
Q1 | $227K | Sell |
1,706
-37
| -2% | -$4.93K | 0.06% | 266 |
|
|
2023
Q4 | $248K | Buy |
+1,743
| New | +$248K | 0.06% | 258 |
|
|
2023
Q3 | – | Sell |
-1,743
| Closed | -$250K | – | 289 |
|
|
2023
Q2 | $250K | Hold |
1,743
| – | – | 0.08% | 227 |
|
|
2023
Q1 | $250K | Hold |
1,743
| – | – | 0.08% | 214 |
|
|
2022
Q4 | $247K | Hold |
1,743
| – | – | 0.09% | 209 |
|
|
2022
Q3 | $237K | Buy |
1,743
+33
| +2% | +$4.49K | 0.09% | 207 |
|
|
2022
Q2 | $267K | Buy |
1,710
+4
| +0.2% | +$625 | 0.1% | 186 |
|
|
2022
Q1 | $273K | Hold |
1,706
| – | – | 0.09% | 202 |
|
|
2021
Q4 | $240K | Buy |
+1,706
| New | +$240K | 0.08% | 224 |
|