PFA
Professional Financial Advisors’s Dollar Tree DLTR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-46
| Closed | -$6K | – | 173 |
|
2022
Q3 | $6K | Hold |
46
| – | – | ﹤0.01% | 339 |
|
2022
Q2 | $7K | Hold |
46
| – | – | ﹤0.01% | 332 |
|
2022
Q1 | $7K | Hold |
46
| – | – | ﹤0.01% | 348 |
|
2021
Q4 | $6K | Sell |
46
-8,651
| -99% | -$1.13M | ﹤0.01% | 359 |
|
2021
Q3 | $832K | Buy |
8,697
+340
| +4% | +$32.5K | 0.48% | 42 |
|
2021
Q2 | $831K | Buy |
8,357
+8,335
| +37,886% | +$829K | 0.46% | 43 |
|
2021
Q1 | $3K | Hold |
22
| – | – | ﹤0.01% | 309 |
|
2020
Q4 | $2K | Buy |
22
+5
| +29% | +$455 | ﹤0.01% | 323 |
|
2020
Q3 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 312 |
|
2020
Q2 | – | Sell |
-5,702
| Closed | -$454K | – | 70 |
|
2020
Q1 | $454K | Buy |
5,702
+511
| +10% | +$40.7K | 0.82% | 34 |
|
2019
Q4 | $488K | Buy |
+5,191
| New | +$488K | 0.46% | 51 |
|