Pettyjohn Wood & White’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,445
| Closed | -$242K | – | 197 |
|
|
2024
Q3 | $242K | Hold |
3,445
| – | – | 0.04% | 182 |
|
|
2024
Q2 | $368K | Hold |
3,445
| – | – | 0.07% | 145 |
|
|
2024
Q1 | $459K | Hold |
3,445
| – | – | 0.09% | 129 |
|
|
2023
Q4 | $489K | Sell |
3,445
-5
| -0.1% | -$710 | 0.11% | 111 |
|
|
2023
Q3 | $367K | Buy |
3,450
+5
| +0.1% | +$532 | 0.09% | 135 |
|
|
2023
Q2 | $494K | Hold |
3,445
| – | – | 0.11% | 103 |
|
|
2023
Q1 | $495K | Hold |
3,445
| – | – | 0.12% | 108 |
|
|
2022
Q4 | $487K | Hold |
3,445
| – | – | 0.12% | 109 |
|
|
2022
Q3 | $469K | Hold |
3,445
| – | – | 0.13% | 106 |
|
|
2022
Q2 | $537K | Buy |
+3,445
| New | +$537K | 0.13% | 103 |
|