Meridian 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,654
| Closed | -$225K | – | 531 |
|
|
2022
Q3 | $225K | Sell |
1,654
-150
| -8% | -$20.4K | 0.02% | 433 |
|
|
2022
Q2 | $281K | Buy |
1,804
+354
| +24% | +$55.1K | 0.02% | 444 |
|
|
2022
Q1 | $232K | Buy |
+1,450
| New | +$232K | 0.03% | 352 |
|
|
2018
Q1 | – | Sell |
-5,010
| Closed | -$435K | – | 183 |
|
|
2017
Q4 | $435K | Hold |
5,010
| – | – | 0.27% | 91 |
|
|
2017
Q3 | $435K | Sell |
5,010
-115
| -2% | -$9.99K | 0.28% | 87 |
|
|
2017
Q2 | $358K | Sell |
5,125
-15
| -0.3% | -$1.05K | 0.23% | 99 |
|
|
2017
Q1 | $403K | Buy |
+5,140
| New | +$403K | 0.24% | 97 |
|