Patriot Financial Group Insurance Agency’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 |
-1,872
| Closed | -$269K | – | 463 |
|
|
2023
Q2 | $269K | Buy |
1,872
+44
| +2% | +$6.31K | 0.05% | 362 |
|
|
2023
Q1 | $262K | Sell |
1,828
-25
| -1% | -$3.59K | 0.05% | 367 |
|
|
2022
Q4 | $262K | Buy |
1,853
+143
| +8% | +$20.2K | 0.04% | 337 |
|
|
2022
Q3 | $233K | Buy |
1,710
+113
| +7% | +$15.4K | 0.06% | 341 |
|
|
2022
Q2 | $249K | Buy |
1,597
+215
| +16% | +$33.5K | 0.05% | 337 |
|
|
2022
Q1 | $221K | Buy |
1,382
+372
| +37% | +$59.5K | 0.04% | 392 |
|
|
2021
Q4 | $142K | Buy |
1,010
+33
| +3% | +$4.64K | 0.02% | 545 |
|
|
2021
Q3 | $94K | Buy |
977
+303
| +45% | +$29.2K | 0.02% | 674 |
|
|
2021
Q2 | $67K | Buy |
674
+352
| +109% | +$35K | 0.01% | 741 |
|
|
2021
Q1 | $37K | Buy |
322
+213
| +195% | +$24.5K | 0.01% | 873 |
|
|
2020
Q4 | $12K | Buy |
109
+79
| +263% | +$8.7K | ﹤0.01% | 1150 |
|
|
2020
Q3 | $3K | Buy |
30
+19
| +173% | +$1.9K | ﹤0.01% | 1349 |
|
|
2020
Q2 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1500 |
|
|
2020
Q1 | – | Sell |
-269
| Closed | -$25K | – | 1593 |
|
|
2019
Q4 | $25K | Hold |
269
| – | – | 0.01% | 627 |
|
|
2019
Q3 | $31K | Hold |
269
| – | – | 0.01% | 535 |
|
|
2019
Q2 | $29K | Buy |
269
+251
| +1,394% | +$27.1K | 0.01% | 543 |
|
|
2019
Q1 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 996 |
|