Simplicity Wealth’s Dollar Tree DLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,275
Closed -$243K 678
2024
Q2
$243K Sell
2,275
-495
-18% -$52.9K 0.01% 1029
2024
Q1
$369K Buy
+2,770
New +$369K 0.01% 846