Nicolet Advisory Services’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,213
| Closed | -$227K | – | 373 |
|
|
2024
Q2 | $227K | Sell |
2,213
-71
| -3% | -$7.28K | 0.02% | 326 |
|
|
2024
Q1 | $291K | Sell |
2,284
-717
| -24% | -$91.3K | 0.03% | 269 |
|
|
2023
Q4 | $409K | Sell |
3,001
-128
| -4% | -$17.4K | 0.04% | 191 |
|
|
2023
Q3 | $328K | Sell |
3,129
-43
| -1% | -$4.51K | 0.04% | 212 |
|
|
2023
Q2 | $458K | Buy |
3,172
+672
| +27% | +$96.9K | 0.05% | 167 |
|
|
2023
Q1 | $373K | Buy |
2,500
+1,105
| +79% | +$165K | 0.04% | 184 |
|
|
2022
Q4 | $206K | Buy |
+1,395
| New | +$206K | 0.03% | 228 |
|