NewEdge Wealth’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,520
| Closed | -$218K | – | 650 |
|
|
2023
Q2 | $218K | Sell |
1,520
-32
| -2% | -$4.59K | 0.01% | 595 |
|
|
2023
Q1 | $223K | Buy |
+1,552
| New | +$223K | 0.01% | 563 |
|
|
2022
Q4 | – | Sell |
-1,635
| Closed | -$223K | – | 550 |
|
|
2022
Q3 | $223K | Sell |
1,635
-4,127
| -72% | -$563K | 0.01% | 478 |
|
|
2022
Q2 | $898K | Buy |
5,762
+4,127
| +252% | +$643K | 0.04% | 299 |
|
|
2022
Q1 | $262K | Buy |
+1,635
| New | +$262K | 0.01% | 376 |
|