Permanens Capital’s Dollar Tree DLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-10,305
Closed -$1.1M 35
2023
Q3
$1.1M Buy
10,305
+535
+5% +$57K 0.19% 26
2023
Q2
$1.4M Buy
+9,770
New +$1.4M 0.32% 24