Moran 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-26,416
| Closed | -$3.52M | – | 401 |
|
|
2024
Q1 | $3.52M | Sell |
26,416
-39,406
| -60% | -$5.25M | 0.11% | 204 |
|
|
2023
Q4 | $9.35M | Sell |
65,822
-1,328
| -2% | -$189K | 0.33% | 103 |
|
|
2023
Q3 | $7.15M | Sell |
67,150
-193
| -0.3% | -$20.5K | 0.28% | 125 |
|
|
2023
Q2 | $9.66M | Sell |
67,343
-2,049
| -3% | -$294K | 0.36% | 99 |
|
|
2023
Q1 | $9.96M | Sell |
69,392
-191
| -0.3% | -$27.4K | 0.38% | 99 |
|
|
2022
Q4 | $9.84M | Buy |
+69,583
| New | +$9.84M | 0.37% | 88 |
|