Mark Sheptoff Financial Planning’s Dollar Tree DLTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-100	Closed	-$10.7K	–	440
2024 Q2	$10.7K	Hold	100	–	–	0.01%	309
2024 Q1	$13.3K	Hold	100	–	–	0.01%	272
2023 Q4	$14.2K	Hold	100	–	–	0.01%	258
2023 Q3	$10.6K	Hold	100	–	–	0.01%	263
2023 Q2	$14.3K	Hold	100	–	–	0.01%	251
2023 Q1	$14.4K	Hold	100	–	–	0.01%	238
2022 Q4	$14.1K	Hold	100	–	–	0.01%	243
2022 Q3	$14K	Hold	100	–	–	0.01%	231
2022 Q2	$16K	Hold	100	–	–	0.01%	231
2022 Q1	$16K	Hold	100	–	–	0.01%	259
2021 Q4	$14K	Hold	100	–	–	0.01%	285
2021 Q3	$10K	Sell	100 -100	-50%	-$9.62K	0.01%	304
2021 Q2	$20K	Hold	200	–	–	0.01%	268
2021 Q1	$23K	Hold	200	–	–	0.01%	217
2020 Q4	$22K	Hold	200	–	–	0.01%	208
2020 Q3	$18K	Hold	200	–	–	0.01%	194
2020 Q2	$19K	Sell	200 -300	-60%	-$25K	0.01%	201
2020 Q1	$37K	Hold	500	–	–	0.03%	150
2019 Q4	$47K	Hold	500	–	–	0.03%	154
2019 Q3	$57K	Sell	500 -400	-44%	-$41.8K	0.04%	141
2019 Q2	$97K	Sell	900 -1,150	-56%	-$121K	0.07%	120
2019 Q1	$215K	Buy	+2,050	New	+$201K	0.15%	90