Pinnacle Wealth Planning Services’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,355
| Closed | -$211K | – | 412 |
|
|
2022
Q2 | $211K | Buy |
1,355
+1
| +0.1% | +$156 | 0.04% | 335 |
|
|
2022
Q1 | $217K | Buy |
+1,354
| New | +$217K | 0.04% | 354 |
|
|
2021
Q2 | – | Sell |
-1,929
| Closed | -$221K | – | 357 |
|
|
2021
Q1 | $221K | Buy |
1,929
+276
| +17% | +$31.6K | 0.06% | 274 |
|
|
2020
Q4 | $179K | Buy |
+1,653
| New | +$179K | 0.04% | 305 |
|