Schechter Investment Advisors’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,436
| Closed | -$350K | – | 650 |
|
|
2023
Q2 | $350K | Buy |
2,436
+70
| +3% | +$10K | 0.03% | 455 |
|
|
2023
Q1 | $340K | Buy |
2,366
+526
| +29% | +$75.5K | 0.03% | 498 |
|
|
2022
Q4 | $260K | Buy |
1,840
+301
| +20% | +$42.6K | 0.02% | 675 |
|
|
2022
Q3 | $210K | Sell |
1,539
-1,131
| -42% | -$154K | 0.02% | 822 |
|
|
2022
Q2 | $416K | Buy |
2,670
+1,073
| +67% | +$167K | 0.04% | 585 |
|
|
2022
Q1 | $256K | Buy |
+1,597
| New | +$256K | 0.02% | 760 |
|