SOA Wealth Advisors’s Dollar Tree DLTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3
| Closed | – | – | 988 |
|
|
2022
Q3 | $0 | Sell |
3
-7
| -70% | – | ﹤0.01% | 856 |
|
|
2022
Q2 | $1K | Sell |
10
-18
| -64% | -$1.8K | ﹤0.01% | 745 |
|
|
2022
Q1 | $4K | Hold |
28
| – | – | ﹤0.01% | 710 |
|
|
2021
Q4 | $3K | Hold |
28
| – | – | ﹤0.01% | 721 |
|
|
2021
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 780 |
|
|
2021
Q2 | $2K | Buy |
28
+19
| +211% | +$1.36K | ﹤0.01% | 762 |
|
|
2021
Q1 | $1K | Buy |
9
+1
| +13% | +$111 | ﹤0.01% | 761 |
|
|
2020
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 808 |
|