NWWA
New Wave Wealth Advisors’s Dollar Tree DLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,298
| Closed | -$248K | – | 145 |
|
|
2025
Q1 | $248K | Sell |
3,298
-882
| -21% | -$66.2K | 0.11% | 109 |
|
|
2024
Q4 | $313K | Sell |
4,180
-118
| -3% | -$8.84K | 0.13% | 100 |
|
|
2024
Q3 | $302K | Buy |
4,298
+2,221
| +107% | +$156K | 0.14% | 107 |
|
|
2024
Q2 | $222K | Buy |
+2,077
| New | +$222K | 0.12% | 126 |
|