SeaCrest Wealth Management’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,380
| Closed | -$629K | – | 640 |
|
|
2023
Q1 | $629K | Sell |
4,380
-128
| -3% | -$18.4K | 0.09% | 264 |
|
|
2022
Q4 | $638K | Buy |
4,508
+428
| +10% | +$60.5K | 0.09% | 256 |
|
|
2022
Q3 | $555K | Buy |
4,080
+175
| +4% | +$23.8K | 0.08% | 270 |
|
|
2022
Q2 | $609K | Sell |
3,905
-131
| -3% | -$20.4K | 0.08% | 270 |
|
|
2022
Q1 | $646K | Buy |
4,036
+140
| +4% | +$22.4K | 0.07% | 285 |
|
|
2021
Q4 | $547K | Buy |
+3,896
| New | +$547K | 0.06% | 328 |
|
|
2019
Q2 | – | Sell |
-752
| Closed | -$79K | – | 840 |
|
|
2019
Q1 | $79K | Buy |
752
+130
| +21% | +$13.7K | 0.01% | 783 |
|
|
2018
Q4 | $56K | Sell |
622
-38
| -6% | -$3.42K | 0.01% | 856 |
|
|
2018
Q3 | $54K | Buy |
660
+58
| +10% | +$4.75K | 0.01% | 965 |
|
|
2018
Q2 | $51K | Hold |
602
| – | – | 0.01% | 976 |
|
|
2018
Q1 | $57K | Hold |
602
| – | – | 0.01% | 897 |
|
|
2017
Q4 | $65K | Buy |
+602
| New | +$65K | 0.01% | 859 |
|