Sendero 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
2022
Q4
Sell
-2,111
Closed -$287K 106
2022
Q3
$287K Sell
2,111
-2,206
-51% -$300K 0.12% 78
2022
Q2
$673K Sell
4,317
-80
-2% -$12.5K 0.65% 39
2022
Q1
$704K Buy
4,397
+245
+6% +$39.2K 0.32% 38
2021
Q4
$583K Buy
+4,152
New +$583K 0.26% 48