RMR Wealth Builders’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,727
| Closed | -$230K | – | 255 |
|
|
2024
Q1 | $230K | Hold |
1,727
| – | – | 0.03% | 240 |
|
|
2023
Q4 | $245K | Buy |
+1,727
| New | +$245K | 0.03% | 209 |
|
|
2021
Q2 | – | Sell |
-1,013
| Closed | -$116K | – | 307 |
|
|
2021
Q1 | $116K | Buy |
1,013
+20
| +2% | +$2.29K | 0.03% | 254 |
|
|
2020
Q4 | $107K | Buy |
+993
| New | +$107K | 0.05% | 198 |
|
|
2020
Q3 | – | Sell |
-560
| Closed | -$52K | – | 287 |
|
|
2020
Q2 | $52K | Buy |
+560
| New | +$52K | 0.05% | 218 |
|