Resurgent Financial Advisors’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-333
| Closed | -$47.3K | – | 261 |
|
|
2023
Q4 | $47.3K | Sell |
333
-2
| -0.6% | -$284 | 0.03% | 340 |
|
|
2023
Q3 | $35.7K | Sell |
335
-14
| -4% | -$1.49K | 0.02% | 379 |
|
|
2023
Q2 | $50.1K | Buy |
349
+26
| +8% | +$3.73K | 0.03% | 327 |
|
|
2023
Q1 | $46.4K | Sell |
323
-170
| -34% | -$24.4K | 0.03% | 338 |
|
|
2022
Q4 | $69.7K | Buy |
+493
| New | +$69.7K | 0.04% | 368 |
|