Signature Estate & 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
Q2 | – | Sell |
-15,546
| Closed | -$2.23M | – | 179 |
|
2023
Q1 | $2.23M | Buy |
15,546
+792
| +5% | +$114K | 0.08% | 75 |
|
2022
Q4 | $2.09M | Buy |
14,754
+375
| +3% | +$53K | 0.08% | 80 |
|
2022
Q3 | $1.96M | Sell |
14,379
-198
| -1% | -$26.9K | 0.09% | 69 |
|
2022
Q2 | $2.27M | Sell |
14,577
-1,561
| -10% | -$243K | 0.11% | 60 |
|
2022
Q1 | $2.58M | Sell |
16,138
-2,328
| -13% | -$373K | 0.12% | 58 |
|
2021
Q4 | $2.6M | Sell |
18,466
-2,155
| -10% | -$303K | 0.12% | 59 |
|
2021
Q3 | $1.97M | Buy |
20,621
+2,767
| +15% | +$265K | 0.1% | 69 |
|
2021
Q2 | $1.78M | Buy |
17,854
+863
| +5% | +$85.9K | 0.08% | 71 |
|
2021
Q1 | $1.95M | Buy |
+16,991
| New | +$1.95M | 0.09% | 69 |
|