OPTFSNA
Old Point Trust & Financial Services N A’s Dollar Tree DLTR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,500
| Closed | -$113K | – | 335 |
|
2025
Q1 | $113K | Hold |
1,500
| – | – | 0.04% | 151 |
|
2024
Q4 | $112K | Hold |
1,500
| – | – | 0.04% | 142 |
|
2024
Q3 | $105K | Hold |
1,500
| – | – | 0.04% | 128 |
|
2024
Q2 | $160K | Sell |
1,500
-100
| -6% | -$10.7K | 0.06% | 112 |
|
2024
Q1 | $213K | Buy |
1,600
+100
| +7% | +$13.3K | 0.08% | 105 |
|
2023
Q4 | $213K | Buy |
+1,500
| New | +$213K | 0.09% | 96 |
|
2023
Q3 | – | Sell |
-1,500
| Closed | -$215K | – | 138 |
|
2023
Q2 | $215K | Hold |
1,500
| – | – | 0.09% | 81 |
|
2023
Q1 | $215K | Hold |
1,500
| – | – | 0.09% | 80 |
|
2022
Q4 | $212K | Hold |
1,500
| – | – | 0.1% | 76 |
|
2022
Q3 | $204K | Buy |
+1,500
| New | +$204K | 0.1% | 75 |
|