Milestone Investment Advisors’s Dollar Tree DLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-667
Closed -$71K 210
2023
Q3
$71K Buy
+667
New +$71K 0.02% 166
2023
Q2
Sell
-667
Closed -$95.7K 205
2023
Q1
$95.7K Buy
+667
New +$95.7K 0.03% 148