LWA
Lineweaver Wealth Advisors’s Dollar Tree DLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,140
| Closed | -$738K | – | 138 |
|
|
2023
Q2 | $738K | Sell |
5,140
-45
| -0.9% | -$6.46K | 0.21% | 74 |
|
|
2023
Q1 | $744K | Buy |
5,185
+176
| +4% | +$25.3K | 0.23% | 78 |
|
|
2022
Q4 | $708K | Buy |
5,009
+131
| +3% | +$18.5K | 0.21% | 79 |
|
|
2022
Q3 | $664K | Buy |
+4,878
| New | +$664K | 0.22% | 77 |
|