Mark Sheptoff Financial Planning’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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 | $14.4K | 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% | -$10K | 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% | -$28.5K | 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% | -$45.6K | 0.04% | 141 |
|
|
2019
Q2 | $97K | Sell |
900
-1,150
| -56% | -$124K | 0.07% | 120 |
|
|
2019
Q1 | $215K | Buy |
+2,050
| New | +$215K | 0.15% | 90 |
|