Newbridge Financial Services Group’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-50
| Closed | -$3.75K | – | 1069 |
|
|
2024
Q4 | $3.75K | Buy |
+50
| New | +$3.75K | ﹤0.01% | 896 |
|
|
2023
Q4 | – | Sell |
-181
| Closed | -$19.3K | – | 1208 |
|
|
2023
Q3 | $19.3K | Sell |
181
-25
| -12% | -$2.66K | 0.01% | 649 |
|
|
2023
Q2 | $29.6K | Hold |
206
| – | – | 0.01% | 585 |
|
|
2023
Q1 | $29.6K | Sell |
206
-10
| -5% | -$1.44K | 0.02% | 596 |
|
|
2022
Q4 | $30.6K | Hold |
216
| – | – | 0.02% | 591 |
|
|
2022
Q3 | $29K | Hold |
216
| – | – | 0.02% | 588 |
|
|
2022
Q2 | $34K | Buy |
216
+181
| +517% | +$28.5K | 0.02% | 491 |
|
|
2022
Q1 | $6K | Hold |
35
| – | – | ﹤0.01% | 1053 |
|
|
2021
Q4 | $5K | Hold |
35
| – | – | ﹤0.01% | 1063 |
|
|
2021
Q3 | $3K | Buy |
35
+10
| +40% | +$857 | ﹤0.01% | 1104 |
|
|
2021
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 1265 |
|
|
2021
Q1 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 1110 |
|