Liberty Wealth Management’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-58
| Closed | -$6K | – | 400 |
|
|
2021
Q3 | $6K | Buy |
58
+33
| +132% | +$3.41K | ﹤0.01% | 908 |
|
|
2021
Q2 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 910 |
|
|
2020
Q2 | – | Sell |
-22
| Closed | -$2K | – | 882 |
|
|
2020
Q1 | $2K | Buy |
22
+7
| +47% | +$636 | ﹤0.01% | 725 |
|
|
2019
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 813 |
|